SOLUTIONS

We Are Your Full Specturm Advisory Firm

SOLUTIONS

Your Personal Needs

Entrust your personal planning needs to us and count on our diverse range of solutions from our trusted partners.

Our selection of protection and investment solutions are designed to meet different needs across every life stage.

Health Protection

Your health is your most precious asset. To help you cope with escalating healthcare costs, we recommend solutions to help you guard against costly medical expenses and loss of income should an illness strike.

Family Protection

Although you cannot predict the future, you can be prepared for it. We help you plan ahead for life’s unexpected events, so you and your family can enjoy financial security and peace of mind.

Personal Accident Protection

The cost of an accident can be expensive. We recommend comprehensive yet flexible solutions plan that offers you 24-hour worldwide protection. It ensures you and your family’s financial security at the hour of need and also provides coverage at various stages of your recovery to minimise day-to-day disruptions to your life.

Loan Protection

To ensure your loved ones will not be burdened with your financial liability, we recommend solutions that are designed to step in and cover the remaining mortgage payments and protect you from default in the event of unfortunate circumstances.

Savings

We offer advice on different savings options to help achieve your goals at different life stages and realise your dreams.

Education Planning

We offer you options to ensure that their education funds required are taken care of without compromising on your quality of life and time with them during their growing-up years.

Retirement Planning

We work with you to develop a comprehensive retirement plan that takes care of your financial needs, so you can confidently enjoy a happy retirement during your golden years.

Investment Planning

We cater to your ambitions with an investment strategy built upon a carefully curated range of diverse investment solutions, allowing your money work harder for you by maximising returns based on your income and reaching growth objectives according to your risk appetite.

Legacy Planning

We help you protect and distribute the wealth you have built, making sure that your loved ones are well taken care of with the legacy that you leave for them.

Services for Businesses

Whether you are running a large multi-industry corporation, a long-established family business, or an up-and-coming startup, our team of experienced associates can help you with a variety of issues to ensure smooth succession and support continued operations.

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LOOKING FOR SOLUTIONS FOR YOUR PERSONAL OR BUSINESS NEEDS?

Protect yourself while achieving your financial goals with the right tools.

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