Services

Financial Planning
  • Personal Financial Analysis 
  • Retirement Planning 
  • Children's Education Plannning 
  • Endowment Plannng 
  • Legacy Planning 
Life and Health Insurance
  • Income Replacement 
  • Asset Protection 
  • Major Illness Cover 
  • Disability Cover 
  • Hospitalisation Cover 
  • Mortgage Insurance 
  • Business Insurance
Savings and Investments
  • Regular Savings Insurance Plans 
  • Retirement Annuities
  • Lifetime Income
  • Unit Trusts 
  • CPF / SRS / Cash Investments 
General and Commercial Insurance
  • Employees' Insurance
  • Buy-Sell
  • Executive Compensation / Gratuities
  • Workmen Compensation 
  • Other General Insurance services available upon request 
Other Services Referred to External Partners
  • Wills & Trusts (with appointed lawyer) 
  • Lasting Power of Attorney (with appointed lawyer) 
  • Mortgage Financing / Refinancing (with appointed mortgage broker)
  • Securities (with appointed stockbroker)