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We are a group of Financial Planning Advisors with 10 years of experience. We have the knowledge and expertise to guide you through the financial planning process. We want to help you live your dreams and secure your family’s financial future. Let us help you to plan for your financial future.

We are from one of the largest and oldest Financial Planning group in Singapore.

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Our Full Range Of Services :

 

Personal Insurance 

  • Whole Life 
  • Critical Illness 
  • Medical and Hospitalization 
  • Endowment / Saving 
  • Education Funding 
  • Long Term Care / Disability 
  • Mortgage 
  • Annuity 
  • Personal Accident 
  • Motor 
  • Travel 
  • Home, Fire and Theft 

 

Services  

  • Personal Financial Needs Analysis 
  • Insurance Policy Review and Summary 
  • Family Protection Planning 
  • Retirement Planning 
  • Education Planning 
  • Critical Illness Protection 
  • Income Protection Planning 
  • Home Mortgage Protection 
  • CPF Investments Planning 
  • Estate Planning 
  • Legacy Planning 
  • Tax Reduction 

 

 

Investment  

  • CPF 
  • Supplementary Retirement Scheme 
  • Investment-linked Policies 
  • US$ Investment 

 

 

Business Insurance 

  • Key Man Insurance 
  • Credit Protection Plan 
  • Buy-Sell Agreement 
  • Public Liability 
  • Workman Compensation 
  • Group Employee Benefits 
  • Directors' & Officers' Liability 
  • Professional Indemnity Insurance