My Services

I believe proper financial planning has an important role in our modern lives today. It's often not the most fun activity to do. Hence, little surprise that you and I take it as a chore and not a priority.

And for those of us who outsource this priority task, many like to work with people they know, like and trust sans attention to competence. This makes natural sense, though not always a logical choice.

For your information, I specialise in

1. Life and General Insurance Brokerage
2. Personal Investment Advisory
3. Wills & Trusts Services

My services include the following:
 Personal Financial Advisory

• Medical Care & Income Protection
• Young Children Needs Planning e.g. child medical, education savings
• Retirement Lifestyle Planning
• General Insurance e.g. travel/motor insurance, home property-cum-contents coverage
• Mortgage Financing
• Will Writing Service

Private Wealth Advisory

• Access to Accredited Investor investments
• Alternative Investments

Corporate Services

• Business continuity & succession e.g. key-man insurance, buy-sell funded agreement
• Protection against liabilities e.g. directors & officers liability; professional indemnity
• Commercial business insurance e.g. marine, property & casualty insurance
• Group employee benefits and Key Employee programmes

This list is not meant to be exhaustive yet provides an overview of our comprehensive service approach to assist each and every person/corporation in informed financial decisions.

To find out more, please click here to indicate your interest for a non-obligatory preliminary discussion of your financial needs.

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