Comprehensive Core Solution
In this ever evolving industry, no one financial institute is able to provide the best one stop solution. Especially when financial environment is getting more complex through the years.
As such, I definitely believe in leveraging on products from our 13 reliable partners.
With the wide ranges of products offering available to you. I am most certain that you will not be short changed in your financial goals.
3 Main Segments
Our hundreds of product offerings are well segmented into respective target segments. Whichever segment you might fall into or interested in, we just have the right tool to customise according to your desired financial goals.
High-Net-Worth
Being a HNW, Succession and Legacy planning are inevitable. Our Solution will ensure your decades of hard work won't jeopardise both your family harmony and the businesses you have laid path for. Potential disputes over the split of familial assets should be avoided.
5 Investment Platforms
From Stocks, Bonds, Unit Trust and Exchange Traded Funds(ETF), using either cash, CPF, SRS or even your assets as collateral. There are bound to have one that fits your risk appetite to achieve your financial goals.
8 Reliable Insurers
Either Personal Or Corporate Employee Benefits. Protection and Endowment plans are getting complex. The wide ranges of products we carry from our Partners should have the right one to fit you well.
Already Know what you want to provision?
If you already know specifically what you want to provision. We can send you the quotes from our list of providers.
However, we will still recommend you going through the proper Portfolio Review process.
Secondary Solution
We understand that some of you do prefer to have a one stop solution. So we took the effort to bring in these Secondary Solutions just for you conveniently.
Motor Insurance
Up to 5 quotations available. Send us your renewal notice to compare.
General Insurance
Up to 3 quotations available. From Public Liabilities for office/workshop vicinities or Tendered Projects. Security Bonds, Foreign Worker Medical Insurance (FWMI), Workman Compensation (WICA), etc...
Travel Insurance
Up to 5 quotes with the most comprehensive and reliable insurers.
Mortgage Refinancing
Up to 16 refinancing banks to quote based on your current mortgage tenure. A discussion is necessary so Send us a message and we can help you kick start the process.