close
Inquire
close
Inquire
menu
← Back
JJ Ong, AEPP®

Index Universal Life

Investment Linked

Retirement

JJ Ong, AEPP®

Certified Estate Planner | Banking & Insurance Trainer | Wealth Strategist

Qualifications

    JJ Ong is an AEPP®-certified estate planner and experienced financial trainer with over 15 years of experience in the banking and finance industry. His career has spanned across relationship management, product specialization, and team leadership roles in several regional and international banks.

    JJ has worked closely with HNW and UNW clients in the areas of legacy planning, trust structuring, and retirement optimization. Today, he is a sought-after speaker and trainer for international banks and insurance companies, delivering insights on estate planning, retirement tools, and investment- linked strategies.

Topics

SRS & You:

Maximizing Tax Efficiency and Retirement Readiness

This session introduces the Supplementary Retirement Scheme (SRS) as a key tool for high-income and financially disciplined individuals to optimize tax savings while preparing for long-term retirement.

Participants will learn:

    • What the SRS is and how it complements CPF.
    • Who benefits most from using the SRS (eg, high-income earners, those with income gaps)
    • How to open and use an SRS account effectively
    • Approved investment options within SRS, from stocks and ETFs to fixed deposits and REITs
    • Practical tips to maximize SRS tax advantages and create a structured retirement income stream

    This session is especially relevant for professionals, business owners, and HNW individuals exploring efficient retirement and tax-planning strategies in Singapore.

Hassle free event organizer. All our worries are taken care of!

From planning to execution, they handled every situation professionally. The team is very profession and reliable.

starstarstarstarstar

Mabel T

Vice President - Local Bank

The environment you fostered was one of collaboration and genuine connection. I've formed two valuable partnerships with fellow attendees since the event.

Definitely looking forward to your next seminar!

starstarstarstarstar

M. Smith

Attendee — Local Insurance Agency

Join our newsletter