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VALUE PROPOSITIONS

Independent:

  1. We are not tied to any institutions (insurance, banks, fundhouses).
  2. We represent clients’ best interest.
  3. We provide the most suitable solutions to meet clients’ need.

ONE STOP FINANCIAL ADVISORY SERVICES

CORPORATE SOLUTIONS

  • Employee Benefits
  • Private Retirement Scheme (PRS)
  • General Insurance
  • Business Insurance

PERSONAL INSURANCE

  • General Insurance
  • Life Insurance
  • Retirement Planning
  • Education Planning

INVESTMENT

  • Customized Investment Portfolio
  • Offshore Investment

WILL & TRUST

  • Estate Planning
  • Retirement Planning

FOUNDATION

  • Legacy Planning