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Financial Planning

"By failing to prepare, you are preparing to fail."
- Benjamin Franklin
 

Financial planning can be simple. We are here to assist and to be your trusted adviser. 

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Together, let us create a financial plan that will align you with your life goals and values.

5 Steps Planning Process

# 1

Introduction

A phone call to learn about each other and understand your need to see how we can assist you.

# 2

Discussion

Meet to better understand your needs and financial situation.

# 3

Planning

Develop a tailored-plan based on your needs and utilising our wide range of products and services providers.

# 4

Implement

Present our plan and implement after discussion with you.

# 5

Review

Yearly review of your financial plan and situation.

Products & Services

"The best way to find yourself is to lose yourself  in the service of others."
- Mahatma Gandhi
 

With more than 40 products and services providers, we will find the best solution to your financial goals.

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Wealth Protection

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Death & Disability

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Protect your family income in event of your demise.

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Medical Cost

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Provision for medical expenses due to illnesses or accidents.

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Critical Illness

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Recuperating cost for critical or early stage critical illnesses.

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General Insurance

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Cover damage and loss of your motor vehicle and home contents.

Wealth Accumulation

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Retirement

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Making sure there is enough retirement funds when you decided to stop working.

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Education Funds

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Education funds for your children tertiary education fees.

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Savings

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Earn 10x more interest than your bank savings account

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Investment

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Making your money work harder for you while you work hard at making them.

Wealth Distribution

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Estate Planning

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Compute your assets and liabilities and advice on the health of your estate.

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Trust & Will Planning

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Plan the distribution of your estate according to your wishes.

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Lasting Power of Attorney (LPA)

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Appoint someone to make decision on your affairs when you lose your mental capacity.

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Investment

"Successful investing is about managing risk, not avoiding it."
- Benjamin Graham
 

Managing your investment portfolio that aligns with your risk appetite and investment goals.

Investment Management

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Risk-Return Analysis

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Optimising returns base on your risk profile.

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Investment Linked Plan

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Wide range of investment linked plans and funds available from our partners.

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Portfolio Management

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Structuring a funds portfolio to match your investment goals.

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Portfolio Rebalancing

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Periodic rebalancing to maintain the integrity of your portfolio.

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Investment Platform

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In-house investment platform to manage and transact your investment in a  simple and effective way.

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Market Update

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Frequent market analysis and update to keep our clients informed.

Let's Get Started

Financial planning consist of many areas and we know it might not be easy to manage all on your own. Our clients received comprehensive financial planning that is aligned to their life goals and values. We are here to help.

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