Services

Financial Services Provided

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:

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Personal Financial Advisory

  • Life Insurance
  • CPF Investment Scheme
  • General Insurance Services
  • Investment Planning
  • Retirement Planning
  • Risk Management
  • Estate Planning (Referral Services)
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Corporate Financial Advisory

  • Business Cash and Reserves Management
  • Business Succession Planning
  • Corporate Investment
  • Corporate Pension Scheme
  • Corporate Risk Management
  • Employee Benefits Scheme
  • Guarantor Risk Management
  • Key Man Insurance Planning

Products

Life Insurance

  • Aviva Ltd
  • China Life Insurance (Singapore) Pte Ltd
  • Etiqa Insurance Pte Ltd
  • Friends Provident International Ltd, Singapore Branch
  • Utmost Worldwide
  • 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.

General Insurance

  • AETNA Insurance Company Limited (Singapore Branch)
  • AIG Asia Pacific Insurance Pte Ltd
  • Allianz Global Corporate & Specialty SE Singapore Br
  • Allied World Assurance Company, Ltd
  • Aviva Ltd
  • Chubb Insurance Singapore Ltd
  • Cigna Global
  • EQ Insurance Company Limited
  • Etiqa Insurance Pte Ltd
  • Liberty Insurance Pte Ltd
  • Lonpac Insurance Berhad
  • MSIG Insurance (Singapore) Pte Ltd
  • Now Health International (Singapore) Pte Ltd
  • NTUC Income Insurance Co-operative Limited
  • QBE Insurance (Singapore) Ltd
  • Sompo Insurance Singapore Pte Ltd
  • Tokio Marine Insurance Singapore Ltd

Investment

Fund Houses on Transaction Platform

  • Aberdeen Asset Management Asia Ltd
  • Allianz Global Investors (Singapore) Ltd
  • Amundi Singapore Ltd 
  • Aviva Investors Asia Pte Ltd 
  • Blackrock Asset Management Southeast Asia Ltd 
  • BNP Paribas Investment Partners 
  • BNY Mellon Asset Management 
  • Columbia Threadneedle Investments 
  • Deutsche Asset Management (Asia) Ltd 
  • Duxton Asset Management 
  • EastSpring Investments 
  • Fidelity Investments (Singapore) Ltd 
  • First State Investments (Singapore) Ltd 
  • Fullerton Fund Management Company Ltd 
  • HSBC Global Asset Management (Singapore) Ltd 
  • JPMorgan Asset Management (Singapore) Ltd 
  • Kotak Mahindra (UK) Limited 
  • Legg Mason Asset Management Singapore Pte Ltd 
  • Lion Global Investors Ltd, Singapore 
  • Man Investments (Singapore) Pte Ltd
  • Manulife Financial (Singapore) 
  • Matthews Asia Funds 
  • Natixis Global Asset Management 
  • Neuberger Berman Singapore Pte Limited
  • Nikko Asset Management Asia Ltd 
  • NN Investment Partners 
  • Old Mutual Global Investors 
  • Phillip Capital Management (S) Ltd 
  • PIMCO Asia Pte Ltd 
  • PineBridge Investments Singapore Ltd 
  • Pioneer Investments 
  • RHB OSK Asset Management Pte Ltd 
  • Schroder Investment Management Ltd 
  • Superfund Financial (Hong Kong) Ltd
  • SHK Fund Management  
  • Templeton Asset Management Ltd 
  • UBS Global Asset Management (Singapore) Ltd
  • UOB Asset Management Ltd 
  • Vanguard Investments Singapore Pte Ltd 
  • Wells Fargo Funds Management LLC 

Banks & Referrals

  • DBS Bank Ltd (DBS)
  • Malayan Banking Berhad (Maybank)
  • Oversea-Chinese Banking Corporation Limited (OCBC)
  • RHB Bank Berhad (RHB)
  • Rockwills Corporation Pte Ltd

Collective Investment Schemes (CIS) Transaction Platforms

  • iFast Financial Pte Ltd
  • Navigator Investment Services Ltd

Investment Products / Collective Investment Schemes (CIS)

  • Man Investments (Australia) Limited
  • Man Investments (Hong Kong) Limited 
  • Superfund Financial (Singapore) Pte Ltd
  • Firstmac Limited
  • Quantum Funds Management Limited