Financial Services
You Can Trust

Quality Advisory & Exemplary Service Since 2008

Whether you are an individual looking to grow your savings or a business in Singapore in need of a trusted partner for your insurance requirement and employee benefits program, we are here to help.

We Are Here To Help - Contact Us

Affiliation

We have been serving the needs of Singaporeans and expats with their financial planning needs since

establishing in 2008.

In 2012, we established our commercial unit which serves the MNCs and SMEs companies operating in Singapore

We are a unit within Phillip Securities Pte Ltd, the insurance and investment arm of PhillipCapital.

Professionalism

All our advisers are fully licensed and compliance with Monetary Authority of Singapore (MAS).

On top of the regulatory requirements, our advisers have also obtained Chartered Financial Consultant ®/S (ChFC®/S) , the hallmark of professional designation for financial advisory professional to better assist their clients in financial planning.

Our commercial unit has extensive knowledge and experience in helping businesses with their insurance needs.

See our Mission & Core Values >

Wide Range of Products

We distribute products from most of the major general insurance and life insurance providers in Singapore.

Our in house investment unit and platform (FAME) make investing with us effective and simple.

We also partner with other professionals to provide a full suite of financial services for both our commercial and personal clients, making us a one-stop solution.

See our products providers here >