SOLUTIONS
We Are Your Full Spectrum Advisory FirmSOLUTIONS
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.
We Cater
To Your Business Needs
Nurture the potential of your business and allow us to take care of each unique business planning aspect.
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With the right tools in place, you can achieve your financial goals while being protected.
Testimonials
What People Say
Dear Tony, thank you for the valuable advice given to me during my consultation for my family’s insurance needs. Your proposal on our needs has given us peace of mind in the past years. I will not hesitate to tell my friends about the ethical values imparted by you. Cheers!
I have known Jerry for more than 15 years, having had the good fortune to meet him at the start of my working life. He started out as my insurance agent, and slowly but surely became my close friend, and more importantly, a trusted financial services consultant.
Gregory demonstrates the virtues of what a true and professional financial services consultant should possess. I am grateful that my decision to appoint him has been filled with much satisfaction and assurance. I am proud to have a well decorated and dedicated financial services consultant looking into my financial matters.
