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

Private Wealth Advisory

We offer various private wealth advisory services to high net worth individuals.

In the area of wealth distribution, we work with several world class financial institutions to provide discreet trust solutions in estate planning. In addition, we also tailor financial protection plans to your specifications by working with insurance companies specializing in these areas.

To maximise returns on your assets, we are able to customise an investment program for you by matching your risk and return objectives to the best-of-breed investment vehicles in the market.

By adopting an open architecture platform, we are open to work with the best Fund Management firms and other Alternative Investments providers. Our independent, objective and robust financial advisory process, coupled with our wide range of products, make us the partner of choice in providing private wealth advisory services.

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