Retirement Advisory
The great retirement question isn’t just if you can retire, but how you’ll live, how you’ll spend and—more importantly— how far will your money last?
Whether you’ve diligently built a nest egg and are now at the peak of your career, or you’ve received a sudden windfall from a business sale or VSS, you’ve reached a point where a second opinion isn’t a luxury; it’s a necessity.
You want to know if what you are already doing now is optimized enough to achieve most, if not all your financial goals at a certain age.
You have come to the right place – we build your retirement financial modelling to answer everyting you need answering.
The Retirement Readiness Stress-Test
We answer the question that keeps you up at night: “Is my retirement portfolio enough?” Our comprehensive audit analyzes your assets, income streams, and projected expenses against inflation, longevity, and potential healthcare costs. We provide a clear, professional validation of where you stand, giving you the sleep-at-night certainty that your financial foundation is built to last.
The Wealth Optimization & Acceleration Plan
You’re likely in your peak earning years, and you intend to maximize what you have to achieve your financial goals sooner rather than later. We go beyond basic planning to fine-tune your existing strategy, identifying opportunities to maximize growth, improve financial efficiency, and close any gaps. Your goal is to ensure your wealth is working as hard as you are, if not harder, helping you reach your financial independence goals sooner and with more resources than you thought possible.
Your Personalized Confidence & Security Roadmap
The outcome of our work is a tangible, step-by-step guide tailored to your unique life. This clear roadmap outlines exactly how to transition from your working years to your desired retirement lifestyle. It details your income sources, withdrawal strategies, and contingency plans, providing the external security you need to back up your internal confidence for the years ahead.
“What I wanted to really get out of this was that peace of mind post retirement, to be clear that there was nothing hidden in the background or whatever that I’d missed or misunderstood
The advisory sessions have with me delivered exactly that, so I’m very pleased with the good conversations we have.
And then the way you explain it, again, is very simple, very clear. It gives me a good insight into what I should be doing, what my options are, and taking it forward from there..”
“It is not easy to have both meaningful and comfortable conversations around money/retirement that also involves family, yet Lieu gave me the space and put me at ease to do this during the consultation.
I really appreciate the way you explain things in a logical manner yet in a not stern/serious way, and you don’t upsell me anything even in the first phone call.
I’d say you have surpassed my expectations throughout the entire consultation session.”
“As a ‘virgin’ in engaging an independent adviser, I was naturally skeptical back in 2014 when I first approached Lieu. But I jumped in anyway, so to speak, and Lieu was able to meet what I’d expected from him.
I am not a person who easily sing people’s praises, but Lieu did deliver his stuff in terms of giving objective advice in the areas I was searching for answers for.”
“Lieu took the effort to put himself into my shoes, truly showed me the light at the end of the tunnel to improve my current financial standing.
Before I engaged CF Lieu…I’ve never use the services of a financial adviser before…I don’t even know anyone who had. Naturally, I was skeptical and are concerned about if I’m gonna get scammed or I’ll be getting shallow advice which I already knew know about.
However, after spending more than 12+ hours of advisory session with CF, I can say I really appreciate his practical, honest and empathetic approach.“
CF Lieu’s sessions had been a quantum leap for me in having much higher clarity on my financial standings. I feel more confident in how much I can spend, and how much I can leverage safely still…while still keeping the end goals in mind instead of running in circles.
The road mapping process has revealed to me that I can still have a sustainable retirement portfolio in place 40 years from now without compromising my current lifestyle.“
Biz owner & former regional Head of Human Resource Operations , Shell Business Operations
“I consider myself more financially savvy and comfortably retired than most—yet I think I need a lil’ help from an independent adviser who could advise me from different angles to manage my retirement nest egg—so, like they say, I don’t run out of money before running out of life!
CF injected much clarity in helping me with this area with his patience and dedication. I have no qualms in recommending CF to my relatives and friends who need independent financial advisory.”
Start Your Retirement Roadmap
The biggest financial questions of your life deserve more than a guess. Stop wondering if you’re on the right track and get the clarity you need to move forward with absolute confidence. This isn’t just another consultation; it’s the first step in building your personalized roadmap to a secure and fulfilling retirement.
