MY SPECIALTIES

I aimed to be on board with my clients in their personal financial journey by providing them with advice and solutions that suit their lifestyle and profile best.  I believe that financial planning is all about giving guidance you believe in.  

01.

Holistic Financial Overview

  • Get to Know You -Understanding of your profile, plans, goals and preferences
  • Policies Consolidation -Existing plans, tier and services preferred etc.
  • Tailor make the advices to meet your needs/concerns/interest
02.

Solutions

  • Lobang King -Help clients to outsource for help if needed 
  • Listening Ear -To be there to listen to your needs and concerns
  • Provide Enrichment Programme -workshops and webinars 
03.

Stay In Contact

  • Minimally 2 appointments per year
  • At least 1 physical meeting
  • Call and Text available if there is any enquiry