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Event details

Roundtable Dinner - Achieving a Happy Life through Financial and Mental Wellness

  • 31 Aug 2022
  • 6:30 PM - 9:15 PM
  • Swiss Club, 36 Swiss Club Rd, Singapore 288139
  • 13

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Life’s uncertainties such as the pandemic and market volatility provide a clear illustration of the relationship between financial and mental wellness.

When there are more than enough challenges to deal with, a well-thought financial plan coupled with a structured approach to managing your finances will give you the best chance in securing a happy retirement life without financial worries for you and your families.

Join us at this special gathering of GA members, as we discuss these key areas that can help guide your financial decisions:

  • Why understanding your financial circumstances is crucial to making sound investment decisions?
  • What are the components of a holistic, reliable long-term financial plan?
  • Why independent unbiased investment decisions are a must in the current environment?
  • What are the pitfalls when it comes to investment planning and making financial decisions?
  • What is the value of expert advice to help in your journey to achieve your long-term goals?

Look forward to an evening of insightful discussions and networking over a sumptuous 3-course dinner in the Swiss Club’s quaint colonial architecture and lush jungle setting.

Towards the end of the programme, be engaged in a guided mindfulness meditation session, which you can practice on your own in everyday life.

Speakers:

  • Welcome Address by Dr. Katrin Blüchel, Board Member at the German Association
  • Presentation and facilitation by Dr. Daniel Brunner, Partner at The Heritage Partnership, Partner Practice of St. James’s Place
  • Mindfulness meditation session by Carol Gaffney, Head of Operations at The Heritage Partnership, Partner Practice of St. James’s

    About the speaker/facilitator

    Dr. Daniel Brunner

    Daniel brings a wealth of experience in private banking, wealth planning and asset management. Before joining St. James’s Place, Daniel worked at a global independent asset manager/multi-family office headquartered in Zurich, building a strong network with private entrepreneurs, senior executives, and main shareholders of listed companies across Singapore, Hong Kong, and China. Prior to that, he held various senior roles at Credit Suisse for almost 23 years.

    Daniel is a Member of the Executive Board of the Swiss-Asian Chamber of Commerce since 2011, Chairman of the Finance Sub-Committee at SwissCham Singapore and he represents The Heritage Partnership in the German Association of Singapore.

    Carol Gaffney

    Originally from Dublin, Ireland, Carol Gaffney relocated to Singapore to join The Heritage Partnership as the Head of Operations. She is responsible for the smooth functioning of operations and continuous process enhancement across the entire Practice.

    With 18 years of client-facing experience in the banking and financial industries, six of which were spent managing client relationships with St. James's Place International, Carol brings extensive knowledge and foresight to the team.

    Carol holds yoga and Pilates teacher training qualifications and is very passionate about self-care and the benefit of practicing mindfulness. 

    When
    31 Aug 2022
    6:30PM – 9:15PM

    Location
    The Swiss Club Singapore (Rifle Lounge)
    36 Swiss Club Road, Singapore 288139


    3-Course Dinner – Member – $55.00

    3-Course Dinner - Non Member – $65.00

    Limited spot. Participation is on a first come first served basis.




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