VALUE PROPOSITIONS
Independent:
- We are not tied to any institutions (insurance, banks, fundhouses).
- We represent clients’ best interest.
- 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
