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Chapters

00:00 - Introduction

‍01:43 - About Endowus

‍04:07 - Why your first $100K is the most important

‍08:50 - How to take a holistic approach to your wealth

‍13:07 - Planning your wealth based on buckets

‍20:41 - The risk-return trade-offs of the portfolios

‍28:10 - What to know about costs and fees

‍34:50 - Quick recap of the investing your first $100K

‍41:07 - Product Demo: How to use Endowus

‍46:48 - Q&A

About the session

You’ve worked towards your first $100,000 — now what? For many, achieving their first $100,000 is often seen as a significant milestone in one’s financial journey. We’re here to share what you should do to work this sum harder for your financial success.

In this curated webinar, Gregory Van (Endowus CEO) and Sheryl Choong (Senior Client Advisor) will provide strategies and tips on how you can outline savings and investment plans for your first $100,000.

1. Why is your first $100,000 a milestone, and how can you get there?
2. What are suitable investing strategies for a near-term horizon?
3. Longer-term investing strategies for retirement and legacy planning

About the speakers

Gregory Van, Chief Executive Officer, Endowus‍

Gregory Van is the Chief Executive Officer of Endowus, a leading fee-only wealth platform in Asia. Endowus’ mission is to democratise wealth management by providing people with access to better advice and products, empowering everyone to invest better to live easier today, and better tomorrow.

As CEO, Greg is responsible for driving the company’s growth and strategic execution. He started his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.

He saw the need to combine his expertise at the intersection of finance and technology to empower all investors with access to expert advice and institutional-quality products at low, fair fees. 

Greg believes in advancing the human experience of money. Alignment of incentives by being fee-only, coupled with personalising and automating wealth management provides every investor with the highest probability of success in reaching their financial and life goals.

Greg was recently awarded the CEO of the Year for the Singapore market at Asia Asset Management’s Best of the Best Awards 2022.

‍Sheryl Choong, Senior Client Advisor, Endowus‍

Sheryl is a Senior Client Advisor at Endowus, a leading fee-only wealth platform in Asia. She has spent the past 10 years in Private Banking with Credit Suisse, UBS and Morgan Stanley where she was a Relationship Manager providing wealth advisory to HNW Individuals and Family Offices in Singapore, Thailand and Malaysia.

She began her career in auditing and graduated Magna Cum Laude from the University of Southern California with a Bachelor’s Degree in Accountancy.

At Endowus, she works with individuals from all walks of life, family offices and corporates to find the right investment solutions to help them achieve their wealth and investment goals. She is a believer in democratising investing and hopes to improve financial literacy so that investors can come to realise that investing can actually be accessible, simple, fair, and come with low costs.