COMMITTED TO

Protecting Your Family

Touching Lives with Heart (Hard) Work

Living (Leaving) Lives without Regret

Personal Financial Planning

Business Financial Planning

Corporate Solutions

GET STARTED 

HAVE A QUESTION? DROP US A MESSAGE AND WE WILL GET BACK TO YOU SHORTLY.

COME VISIT ME AT MY OFFICE

Singapore 159963

371 Alexandra Road, #02-02

(+65) 9450 2788

Empowering Lives

Your Way

Start Now

HAVE A QUESTION? DROP US A MESSAGE AND WE WILL GET BACK TO YOU SHORTLY.

COME VISIT ME AT MY OFFICE

Singapore 159963

371 Alexandra Road, #02-02

(+65) 9450 2788

Our Value Added Services

Wealth Management

At different stage of your life, you have a unique set of concerns, & we understand you. We provide professional advice based on sound financial planning norm, as well as our extensive working relationship with tens of thousands of families.

Medical Insurance

Medical Insurance coverage is fast evolving, have you done your regular yearly reviews to ensure that your existing portfolio is relevant & optimized? What are the common scenarios that will trigger the activation of the various protection plans?

Estate Planning

When we exit from the equation unexpectedly, there will be confusion, and what will happen to our loved ones? Have you provisioned for your instructions to disburse accurate portion of funds/ assets to your loved ones, in a timely manner?

Employee Benefits

For HR practitioners & management, employee engagements & presentism may be your main worries about sustaining a lean & effective workforce. We provide 24/7 reliable & strong corporate support for more than 1 in 3 employees..

Business Advisory

Business-owners are not only concerned with growth, but the families of employees under their care. We specialise in providing comprehensive business planning in the area of key-man, buy-sell agreement, golden handshake, as well as corporate tax planning.

Mortgage Advisory

Home ownership forms one of the greatest asset of most Singaporeans. As you structure your portfolio to include multiple properties, are you getting the best rates for your mortgage loans? Have you secured these outstanding unsecured liabilities?

Our Unique Selling Points

Meaningful Relationship

We focus on building long term & meaningful relationships, with valuable proposition to help clients lead Healthier, Longer & Better Lives (HLBL).

Extensive Partnership

We have established an extensive partnership with professionals (lawyers, accountants, specialists, bankers) across various industries to provide customized end-end solutions.

Cutting Edge Technology

We had launched a fully mobile and secure interactive Point of Sales (iPoS) system on an iPad. It is a game-changer for our industry, transforming our customers' end-end experience.

Featured Testimonials

Ready For Your Game Plan?

Ever wondered what is the game plan of your life? A 30-mins of Total Financial Planning sharing will provide you with an overall customized strategy to optimize your resources.

 Get Started

HAVE A QUESTION? DROP US A MESSAGE AND WE WILL GET BACK TO YOU SHORTLY.

COME VISIT ME AT MY OFFICE

Singapore 159963

371 Alexandra Road, #02-02

(+65) 9450 2788

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