This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Best Financial Advisor Firm

What To Look For When Searching For The Best Financial Advisor Firm

Finding someone to help you manage your investments as well as help you earn from these is not as difficult as you might think. While finding a good financial advisor can be pretty easy, it still requires some careful scrutiny and screening. This is to ensure that you do get the best advisor you possibly can for your money.

Best Financial Advisor Firm – Factors To Consider

There are a number of factors that need to be looked into before you do hire someone to handle your investments for you. You should know that a good financial advisor actually performs 20% better than most other fund managers. This is because of the way they handle their clients and how much care they put into their work.
For you to be able to get the best fund manager and financial advisors in the business, factors that need to be considered include consistency, research abilities, and investment instinct. Companies that pride themselves in having the best fund managers around often screen their employees properly, slowly weeding out non-performers and retaining top performers. This is done with the use of a set of metrics that show them how well each fund manager performs in long and short term periods.

Which Is The Best Financial Advisor Firm To Go With?

When you want to be sure that your investments will be well taken care of, always look for firms that take pride in their people. Firms that have some of the best financial advisors in the business screen their employees not only when they are hired but while they are working for them. This constant screening process helps the top performers excel and at the same time, helps investors earn from their investments.
Such a screening process often involves the scrutiny of an investment manager's investment strategy or style and their risk management processes. Their fund management fees and dealing frequency is also checked. Aside from these, the best fund managers are also those that know what kinds of investments best suit the kind of funds a client has.