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

Home Ownership

Ensure your loved ones will always have a roof over their heads

Home ownership is about security, comfort, and fulfilling one's dream of having a place to call your own.

Buying a home may also be the single largest investment many Singaporeans will ever make in their lives. Hence, before you decide on buying that dream home, you need to plan your finances carefully.

You should consider getting financial protection for the repayment of your outstanding mortgage loan in the event of your/your spouse’s death, disability or terminal illness during the loan repayment term.

We provide solutions from the beginning, right through to the end. We always ensure that our solutions are consistent with your overall financial plan. With our mortgage plan, you can ensure that your loved ones will always be able to enjoy the home you have worked so hard to provide them with.

We understand your needs and offer you customised solutions.
Contact us or speak with your FA Financial Consultant to discover more.