Our services may be broadly classified
into Wealth Protection, Wealth Accumulation, Debt Management
and Wealth Transfer.
- Wealth Protection
/ Lifestyle Protection
We assist clients in conducting personal risk management
reviews to ascertain their life protection, income
protection, and medical / surgical and hospitalisation
needs. We source the most appropriate products from
major insurance companies such as Asia Life, AXA
Life, AVIVA, John Hancock, Manulife, NTUC Income
and UOB Life. Click
here to view our different types of insurance.
We also customise corporate insurance packages for
companies.
- Wealth Accumulation
We assist clients in saving and investing for their
children's education, retirement, and other investment
needs using both cash and CPF resources. These resources
can be invested in over 250 unit trusts funds managed
by professional fund managers from international
fund houses like Aberdeen, OCBCAM, Templeton, Schroder,
First State, Deutsche, ACM, Henderson and UOBAM...etc.
Click here to find
out more.
- Debt Management
We assist clients in reviewing their debt liabilities
and sourcing for personal financing and refinancing
of their housing loans from a number of leading
financial institutions.
- Wealth Transfer
We assist our clients in making arrangements for
wills and trusts, as part of their estate/succession
planning, through our strategic partnership with
lawyers and accountants.
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