Personal Wealth Dashboard
Professor Dr. Tan's Consolidated Asset View
Updated with premium amounts for all seven Great Eastern health-protection policies. These are treated as family/health protection expense commitments, not investment assets. Credit-card deduction problems are flagged for follow-up.
Snapshot date: 27 May 2026
Tracked SGD Assets
SGD 1,757,878.55
Unchanged by health-protection policies because no cash value was shown.
Known Annual Health Premiums
SGD 5,103.23
Monthly equivalent: SGD 425.27.
Net Recurring Annual Cash Flow After Health
-SGD 20,274.67
Includes policy cash flows, known annual premiums, and financing payments.
Payment-Source Split
Cash/Card SGD 1,908.97
CPF SGD 2,714.49
CPF SGD 2,714.49
Subsidies captured: SGD 62.13.
Health-Protection Premium Calendar
All seven policies now have premium amounts. Follow up on credit card declines before renewal dates.
Known annual impact SGD 5,103.23
| Insured | Relationship | Policy | Policy no. | Premium due | Last paid | Premium | Cash/Card | CPF | Subsidy | Payment method | Deduction status | Note |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tan Teik Kheong | Self | ElderShield Comprehensive 2 ADLs (Life) | 6001118881 | 31 Oct 2026 | 19 Nov 2025 | SGD 417.64 | Pending | Pending | Pending | Not shown | - | Payment source not shown |
| Tan Teik Kheong | Self | Great SupremeHealth B Plus | 0087460155 | 01 Jun 2026 | 10 Jun 2025 | SGD 1,586.62 | SGD 0.00 | SGD 1,553.53 | SGD 33.09 | CPF / MediSave shown | - | CPF payable shown; cash not shown |
| Tan Teik Kheong | Self | Great TotalCare Basic B + Plus Essential | 0087463412 | 06 May 2026 | 15 May 2025 | SGD 715.13 | SGD 715.13 | SGD 0.00 | Pending | Credit Card | Last deduction 12 May 2026; card declined by Payment Gateway | Urgent follow-up: 2026 deduction appears declined |
| Metta Tan Houyik | Child / family | Great SupremeHealth P Plus | 0087460189 | 01 Jul 2026 | 08 Jul 2025 | SGD 686.31 | SGD 91.31 | SGD 580.48 | SGD 14.52 | Cash + CPF / MediSave shown | - | Family health protection expense |
| Metta Tan Houyik | Child / family | Great TotalCare P Optimum + Plus Essential | 0087463446 | 25 Jun 2026 | 01 Jul 2025 | SGD 471.89 | SGD 471.89 | SGD 0.00 | Pending | Credit Card | Last deduction 26 Jun 2025; declined | Check current card deduction before 25 Jun 2026 |
| Athena Tan Jiaxin | Child / family | Great SupremeHealth P Plus | 0087460171 | 01 Jul 2026 | 08 Jul 2025 | SGD 751.71 | SGD 156.71 | SGD 580.48 | SGD 14.52 | Cash + CPF / MediSave shown | - | Family health protection expense |
| Athena Tan Jiaxin | Child / family | Great TotalCare P Optimum + Plus Essential | 0087463438 | 25 Jun 2026 | 30 Jun 2025 | SGD 473.93 | SGD 473.93 | SGD 0.00 | Pending | Credit Card | Last deduction 26 Jun 2025; declined | Check current card deduction before 25 Jun 2026 |
Portfolio Snapshot
Carried forward from latest dashboard
| Metric | Amount |
|---|---|
| Tracked SGD assets | SGD 1,757,878.55 |
| SGD liabilities | SGD 775,369.00 |
| Net SGD before FX | SGD 982,509.55 |
| USD assets | USD 1,000.00 |
| MYR assets | MYR 706,035.32 |
Recurring Cash Flow Summary
Known annual health premiums are now included.
| Metric | Monthly | Annual |
|---|---|---|
| Before health premiums | -SGD 1,264.29 | -SGD 15,171.44 |
| Known health premium impact | -SGD 425.27 | -SGD 5,103.23 |
| After known health premiums | -SGD 1,689.56 | -SGD 20,274.67 |