GEN Financial Advisory

Learning never stops at GEN.

Today, we had the pleasure of hosting Janice Tee from Schroders for a market sharing session with our team. The discussion explored key economic developments, market trends, and investment themes shaping today's investment landscape.

Sessions like these provide valuable opportunities to hear directly from industry experts, gain fresh perspectives, and exchange ideas on the factors influencing markets around the world.

A sincere thank you to Janice for sharing her expertise and insights with us. Staying connected with leading fund managers and market practitioners helps us continuously expand our knowledge, challenge our thinking, and remain informed in an ever-changing investment environment.

🎉 Swipe to the end for a limited-time 50% OFF Retirement Cashflow Review Service.

🔗 Claim the promotion:
gen.com.sg/annuity

📖 Read the full article:
https://shorturl.at/MuJGY

Happy Father’s Day 2026 from all of us at GEN🥳

Today, we celebrate and honor all fathers and father figures who play an important role in shaping families, guiding the next generation, and leading with strength, patience, and quiet dedication.

Your support, sacrifices, and everyday actions create a lasting impact that carries through generations.

At GEN, we recognize the importance of family, values, and connection, and today we take a moment to express our appreciation for all dads who continue to inspire those around them.

Thank you for your love, leadership, and unwavering presence 🤍

Happy Father’s Day 👔

Most high-income professionals in Singapore have a CPF strategy.

But surprisingly, many still leave their SRS account untouched.

Some think it's too restrictive.
Some think they must contribute every year.
Others only see it as a tax-saving tool.

The reality? SRS is far more flexible than most people realise.

You decide when to contribute, how much to contribute, and when to stop. When used strategically, it can potentially become a valuable complement to CPF LIFE and help build an additional pool of retirement assets.

If you're in your peak earning years, it may be worth asking yourself:

Are you only planning up to age 55, or are you planning for the decades after?

Read the full article to learn more about the common misconceptions surrounding SRS and how it can fit into a long-term retirement strategy.

📖 Read here: https://www.gen.com.sg/retirement/the-age-55-blind-spot-why-many-high-income-professionals-manage-cpf-well-but-overlook-srs/

Imagine reaching retirement with a million-dollar portfolio...

But still feeling afraid to spend your money.

It sounds strange, but it's a challenge many retirees face. After spending decades saving and investing, switching from "building wealth" to "living off wealth" isn't always easy.

The fear of running out of money can be so strong that some retirees end up underspending and not fully enjoying the retirement they've worked so hard for.

So what's the solution?

Is retirement really about having a bigger nest egg, or is it about creating reliable income that gives you the confidence to enjoy life?

This article explores an important retirement planning question that more Singaporeans should be asking:

"How do you turn your retirement savings into income that can last for life?"

You'll also learn why some experts believe retirement is not an asset challenge, but an income challenge.

🎁 As part of National Annuity Awareness Month, there's a special offer for readers at the end of the article.

Read the article to the end to find out more and access the promotional code.

📖 Read the full article here: https://www.gen.com.sg/retirement/national-annuity-awareness-month-from-building-a-nest-egg-to-creating-retirement-income/