Have you ever considered what will happen to your assets, property, and loved ones when you’re no longer around? Planning for succession can be a difficult topic to broach, particularly in Asia, where death is a sensitive, and often inauspicious, subject.
“Although we all know we’re not going to live forever, when it comes to financial planning, surprisingly, many people act as though they plan to,” Stephen Davies, founder and CEO of Javelin Wealth Management, made the observation in the Robb Report Singapore.
In the article, he highlighted the importance of having a will to determine “what happens to everything you have spent a lifetime building.” This can include both physical properties and digital assets. Without a will, it may cause a rift among family members over the distribution of inheritance. This is certainly not the legacy you’d like to leave behind.
Truth is, drawing up a will can be very simple, and you may not even have to hire an expensive lawyer for it. That said, those whose financial circumstances are more complex, be it due to company ownership or overseas assets, may consider consulting a financial adviser or a lawyer.
If there’s one thing we learnt during the global pandemic, it’s that life is unpredictable. To safeguard the future and maintain harmony among your loved ones, having your estate clearly sorted out is likely the best thing you can do for them. Plan now, don’t wait.
Read the full article to learn more: https://lnkd.in/grf2cQyu
At Javelin Wealth Management, we attend to all our clients’ financial concerns and support them throughout their wealth journey. If you’re looking for personal advice on your wealth planning, feel free to drop us a message.
Javelin Wealth Management is aware that a third party has recently attempted to impersonate our firm online using the name “Javelin Wealth Global”. They are using a similar looking website, but with an unauthorised contact number. This may mislead individuals into believing they are communicating with our firm or its representatives.
Please note that this party is not affiliated with Javelin Wealth Management in any way.
We strongly advise visitors to verify all contact details independently before sharing any personal or financial information. If you are unsure whether a communication is genuine, please contact us directly using the official details on this website.
Javelin Wealth Management has notified the relevant authorities of this matter and has contacted the relevant web host to remove the offending website.
By entering this site, you agree to be bound by the following Terms and Conditions of Use.
Javelin Wealth Management Ptd Ltd, holder of Capital Markets Services Licence, is licensed by the Monetary Authority of Singapore to provide Fund Management Services to individuals who are Accredited Investors.
Accredited & Professional Investors
By using this site you represent and warrant that you are an accredited and professional investor as defined in Section 4A(1)(a) of the Securities and Futures Act with personal net assets in excess of S$2 million, income in the preceding 12 months of not less than S$300,000, or company net assets in excess of S$10m. In using this site the user represents that they are an accredited and/or professional investor and use this site for their own information purposes only.
Information Purposes Only
The information published on this site is for informational purposes only and shall not be construed as an offer or solicitation to subscribe in the funds or products referred herewith. This site does not constitute investment advice or counsel or solicitation for investment in any fund.
Any offer or solicitation will be made only upon execution of completed information memorandum, subscription application and relevant documentation, all of which must be read in their entirety. No offer to subscribe in shares will be made or accepted prior to receipt by the offeree of these documents and the completion of all appropriate documentation. Access to information about the funds is limited to investors who qualify as accredited investors only.
Any projections or forward looking statements are not necessarily indicative of future or likely performance. Past performance is no guarantee of future performance of a fund.
Conditions of Use
I have read and accept the terms and condition of use.
