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

Wealth Managers

Wealth Management is an advanced investment advisory discipline that incorporates financial planning with specialist financial services. Wealth management services can be provided by independent financial advisers or large corporate entities whose services are designed to focus on high-net worth retail customers.

Key Responsibilities

  • To provide high net worth individuals and families with tailored banking services, estate planning, legal resources, taxation advice and investment management, with the goal of sustaining and growing long-term wealth.
  • You will work closely with the Investment Team and Business Development Team and play an instrumental role in shaping the firm’s investment process as well as product development.
  • You will be responsible for regular reporting to clients and senior management.


  • Able to work independently with strong drive to succeed in a competitive environment.
  • Bachelor’s degree holder or at least 3 years’ relevant experience in wealth management for an investment management company, private banking or consulting firm;
  • Preferably with significiant assets under advice.
We invite highly motivated and result-oriented individuals to join our team. Contact us if you have what it takes to succeed in this role.