Investment Kickstart
A one-on-one session that takes you from zero to your first portfolio. We use our compound interest calculator to show you what your money can actually do over 10, 20, 30 years, compare advisory and direct investment options, and leave you with a concrete first-buy plan you can execute that week.
Compound interest calculator
We run your real numbers through our Time-Value-of-Money solver (your monthly contribution, your time horizon, your expected return) and chart the next 25 years on screen. You see the gap between 'leave it in the savings account' and 'invest it consistently' as a single number.
- Full 5-variable TVM solver: solve for any unknown
- Stacked area chart of contributions vs. interest earned
- Year-by-year breakdown table so the numbers don't feel abstract
Key features
Here's what you get with our Investment Kickstart service.
- Watch your compound growth play out on screen
- Singapore's investment landscape, broken down honestly
- Advisory and direct investment options compared side-by-side
- Dollar-cost averaging strategy sized to your income
- Your first portfolio mapped out before you leave the session
- Automation setup so you don't have to think about it monthly
The MoneyBees Planner
On top of the calculator above, we also bring up our full planner: your whole money life on one chart, age 30 to 99. Stack goals, stress-test life scenarios, and watch your trajectory change as we adjust the numbers together.
Is this service right for you?
First-time investors unsure where to begin
Professionals looking to grow their wealth beyond savings
Anyone curious about investing but doesn't know where to start
Common questions
Answers to frequently asked questions about this service.
How long does the consultation process take?
An initial consultation typically takes 45-60 minutes. We use this time to understand your financial situation, goals, and concerns. After the first session, we prepare a personalised recommendation within 5 business days.
Do I need to prepare anything before our meeting?
It helps to have a general idea of your income, existing policies or investments, and any specific financial goals in mind. Don't worry if you're unsure. We'll guide you through everything during the session.
Is the initial consultation really free?
Yes, completely. Your first session is a no-strings conversation where we get to know your situation and you get to see if we're the right fit. No commitment required.
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Insurance Planning
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Property Planning
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Ready to get started with Investment Kickstart?
Book a free consultation and let us help you take the next step toward your financial goals.
Junxiong-WFG Organisation is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).