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Case Study

Mr & Mrs Lee have been financing the mortgage loan of their first home for the past 3 years, and they are considering mortgage refinancing to save on some interest.

The money saved could be used to:

  • renovate the house

  • pay off remaining debts

  • re-invested to maximise savings

A dollar saved is a dollar earned. Regardless, self-discipline and proper financial planning will help you achieve better financial stability and securing a nest egg for your retirement.


You could consider our Investment Illustrator to explore the effect of different investments on your current financial portfolio. This tool can help you to estimate projected values and expected returns to improve the diversification of your portfolios and move closer to your goals.

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This information stated herein is provided for illustrative purposes only to provide an example of our firm’s process and methodology. Past performance is no guarantee of future results. The results portrayed in these case studies are not representative of all of the firm’s clients or the clients’ experiences. Different types of investments involve varying degrees of risk, and actual results may vary materially than those portrayed herein. Therefore, it should not be assumed that the future results of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the firm) will be profitable or equal the results portrayed herein. An individual’s experience may vary based on his or her individual circumstances and there can be no assurance that the firm will be able to achieve similar results in comparable situations. No portion of our resources is to be interpreted as a testimonial or endorsement of the firm’s investment advisory services and it is not known whether the clients referenced approve of the firm or its services. The information contained herein should not be construed as personalised investment advice. Please contact us for additional information with respect to the strategies and/or investments described herein.

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