GoalsMapper Ideas

Clients invest to fund their goals by way of liquidation or drawdown. The most obvious goal for drawdown method would be for retirement income. However, most clients would have idle cash at points in their retirement e.g., inheritance/unoptimized CPF monies/divested illiquid assets. These would most likely go to topping up their retirement portfolios. The current workaround of creating another recommended portfolio complicates their GM case file and is hard to explain. Please work on the cashflow logic of topping up while drawing down. If for a start it’s just lump sum top-ups, that would be good enough.