Pre-Consulting Info Gathering

Get Your Personalized Property Retirement Blueprint

Hi, this is Alan Teo.

Thanks for reaching out — I specialise in helping homeowners plan their retirement using property.
My role is not to sell you a property straight away, but to help you understand:

– What your current assets (HDB / CPF / cash) can do for you,
– How much you’ll likely need for retirement, and
– What safe, step-by-step options can help you reach that goal without financial strain.

The next step is very simple — I’ll prepare a quick Property Retirement Snapshot for you.
To do that, I just need some basic info:

  • Your current property value and loan (if any)
  • Approximate CPF OA and cash available
  • Your household income and comfort monthly installment

Once I have these, I’ll:
✅ Run a quick CPF & cash-flow simulation
✅ Estimate your retirement gap (how much more you’ll need)
✅ Outline 1–2 possible upgrade or right-sizing paths that fit your comfort zone

There’s no obligation — it’s just a clear picture of where you stand and what options you have.

If it makes sense, we can then plan a follow-up session to go deeper into timelines and financing.

Pre-Consulting Form

By submitting this form, you consent to be contacted by Alan Teo for consultation and follow-up, in accordance with PDPA. You can withdraw consent anytime.

This field is for validation purposes and should be left unchanged.
Personal Profile
Name(Required)
Current Home / Property Snapshot
Current Property Type(Required)
How much you can possibly sell. If you are not sure, can provide the property address and size for me to estimate. This is to estimate available equity and reinvestment capital
CPF & Cash Position
To calculate available funds for next purchase.
Retirement Goals
Comfort & Guardrails
How many months of mortgage payments should be safely “parked” in your CPF Ordinary Account (OA) as a backup. Normally 6-12 months.
How many months of household living expenses to keep in liquid cash (savings account or money-market) as an emergency fund. Purpose: Protects daily life and avoids touching CPF or investments if something unexpected happens. e.g Dual income / stable jobs - 6 months
Write anything that you think will help to be included in your planning.
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