We provide you with excellent financial advice, we also partner with other professionals to offer you the widest range of services and products to cater to all your needs.
Our professional advice and ongoing service ensures that your financial objectives are met, both now and in the future.
You can be assured that your needs will be met by our customised plan and personalised service. Our quality advice and services includes, but is not limited to the following areas:
Personal Financial Advisory
CPF Investment Scheme
General Insurance Services
Estate Planning (Referral Services)
Corporate Financial Advisory
Business Cash and Reserves Management
Business Succession Planning
Corporate Pension Scheme
Corporate Risk Management
Employee Benefits Scheme
Guarantor Risk Management
Key Man Insurance Planning
China Life Insurance (Singapore) Pte Ltd
Etiqa Insurance Pte Ltd
Friends Provident International Ltd, Singapore Branch
Manulife (Singapore) Pte Ltd
NTUC Income Insurance Co-operative Limited
Raffles Health Insurance Pte Ltd
Old Mutual International Isle of Man Limited Singapore Branch
Transamerica Life (Bermuda) Ltd
Tokio Marine Life Insurance Singapore Ltd
Swiss Life (Singapore) Pte. Ltd
China Taiping Insurance (Singapore) Pte. Ltd.
HSBC Insurance (Singapore) Pte. Limited
Singapore Life Pte. Ltd.
AETNA Insurance Company Limited (Singapore Branch)
AIG Asia Pacific Insurance Pte Ltd
Allianz Global Corporate & Specialty SE Singapore Br