Financial planning guides, tools and resources

These financial planning guides Singapore readers can use free are the same reference material I point clients to — no opt-in required.

Guides

Your Guide to Life Insurance

Your Guide to Participating Policies

Guide to Health Insurance

Your Guide to Investment-Linked Insurance Plans

LIA Code of Life Insurance Practice

Making SENSE of Unit Trusts_English

A-3 Table of Surgical Procedures (TOSP) with Minor Surgical Procedures (MSPs)

FP_What is Eldershield

Eldershield_booklet

SRS_e-Flyer – 1 Jan 2016

SRS_e-Booklet – 1 Jan 2016

SRS_Booklet – 30 Dec 2015

Personal Income tax rates

Lasting Power Of Attorney

LPA_Form_1_2020

Resources

https://www.cpf.gov.sg/Members/Schemes

http://www.moneysense.gov.sg/

http://www.lia.org.sg/

http://fundsingapore.com/screener/basic_search

Medishield Life

https://www.moh.gov.sg/content/moh_web/medishield-life.html

Article from Gilbert Koh on Medishield Life Singapore

Comparison of Integrated Shield Plans

https://goo.gl/wyZmwU

Hospital cost and charges

https://www.moh.gov.sg/content/moh_web/home/costs_and_financing/hospital-charges.html

http://doctors.com.sg/medical/hospitals-singapore/hospital-ward-charges-for-rooms/

Hospitalisation Statistics

https://www.moh.gov.sg/content/moh_web/home/statistics/Health_Facts_Singapore/Top_10_Conditions_of_Hospitalisation.html

https://www.moh.gov.sg/content/moh_web/home/statistics/Health_Facts_Singapore/Principal_Causes_of_Death.html

Life insurance claim statistics (NTUC)

http://www.income.com.sg/claims/claims-summary/2016-may

Tools

Financial calculators

http://www.moneysense.gov.sg/Financial-Planning/Financial-Calculators.aspx