Product & Services
SERVICES
ESTATE PLANNING
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If you expect your estate to be an asset for the next generation, you must plan today !
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Don't let the legal system make decision for you. They probably won't be the decisions you would make
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Don't let lawyer take a large piece of what should rightfully go to our family
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Don't make your family wait for access to resources at time that they need them the most
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Estate planning is a process of distributing one's assets (to their survivors), in accordance to one's wishes after one passes on. The key purpose is targeted at providing liquidity to the family that survived the deceased in the shortest time. Together with our legal counsel partners, our consultants will be able to advise on the need for setting up a trust or writing a will to ensure efficient asset distribution.​
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We tie up with legal firms, trust companies and tax consultants to ensure that estates and distribution are carried out with minimum delay and fuss.
SERVICES
EDUCATION FUNDING
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Budgeting & management
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We assist to budgeting your children, education fund both local & overseas.
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Advice you the best education funding tool available in the market.
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Parents will always want the best tertiary education for their children. With rising inflation rates and increasing tuition fees, sending children to university may seem like an uphill task.
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How much does it really take to provide our next generation with a good tertiary education? Our consultants will help assist in building a plan that best suit the specific needs without compromising on current obligations and financial needs.
SERVICES
MORTGAGE FUNDING
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You will know how much need to pay
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Helping you to secure your home.
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How does our HOME LOAN help you to own a house with total piece of mind.
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Do we really have a home that's our own? The truth is - banks probably are the legal owners of our humble abode. This means that our home loan could possibly be our largest debt in our lifetime. The question is: Are we paying excessively for our mortgage? Should we reconsider refinancing our loan? Talk to our consultant today to find out what possible options there are in the market.
SERVICES
INVESTMENT FUND
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Currency Index Fund
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Emerging Foreign Fund
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European Small Cap
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Global Equity Fund
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The need to save and invest cannot be overemphasised., we take into consideration key areas like investment objectives and risk tolerance and current financial situation before planning. Our consultants have access to a wide range of local and international products that range from short to medium-term deposits and investments funds and platforms.
SERVICES
RETIREMENT PLANNING
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Know your retirement goals​​
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Seconds EPF Account
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Is relying on our EPF enough to cater for our desired retirement lifestyle? How much monthly retirement income is required to maintain our respective lifestyles? Retirement will be more pain than gain if it is not well planned.
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Retirement plans must be reviewed periodically. Considerations include adjusting retirement living expenses with escalating inflation rates, annuities, existing portfolio and increasing medical expenses.