We are one of the leading licensed financial adviser firms in Singapore. We operate as an independent financial planning and financial advisory company.
We are licensed to advise and distribute life insurance products and unit trusts and is an exempt broker for general insurance. Our financial planners who provide financial planning for fees would inform you of the fee structure which is on a case-to-case basis.
Financial Planning
Financial planning focuses on financial goals and how best to meet them. However, since almost every part of one’s life has financial implications, financial planning is just a piece of the larger life planning.
I use life-cycle planning approach to identify financial objectives for each of your life stage and to provide the strategies and plans to meet these objectives:
- Income Protection and Replacement
- Savings and Retirement
- Children’s Education
- Medical and Hospitalisation
- Home Loan and Debt Financing
- Estate Analysis and Planning
Investments & Wealth Management
Investment planning is about making the right decisions and taking the necessary actions that will grow the value of the assets you own. While many people gamble with financial giants and lost their life savings, basic knowledge and common sense are always overlooked. I help individuals to capitalize on opportunities to preserve and grow their wealth steadily with peace of mind using three steps:
Investment Analysis
My focus is to analyze your risk tolerance, investment time horizon and financial objectives. I adopt an approach to investment with you instead of investing for you. This is the compass of our investment journey together.
I will then review your existing portfolio and draw up the investment strategies.
Portfolio Construction
Based on the investment analysis, an appropriate long term asset allocation model is determined. This serves as a core portfolio with mix of assets which are carefully assessed. Why dumping all your money into stocks where you can mix it with other assets to achieve better return with lower volatility.
I leverage on our team of in-house investment specialists, carefully select the investment instruments to implement the portfolio. I keep all my clients updated with significant events and market developments
Portfolio Monitoring and Review
Risk management is essential even after portfolio is set up. Investment market is volatile and moves at a lightening speed. Many investors react to the short term fluctuation of the markets and lose the direction along the way.
I help my clients to maintain the risk level and explore the investment opportunities constantly.
Our Service Providers
We partner with a comprehensive list of our service providers. This helps us to help you to implement your financial plans and achieve your financial goals efficiently.
If you would like to engage our services, please contact us using our web form .
Sourcing for an insurance quotation can be tedious and time consuming; the claim process can become pro-longed and complicated. We provide one stop services for you to handle these and offer the most competitive quotation.
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Last Updated on Sunday, 21 August 2011 15:41
