SERVICES
SERVICES & EXPERTISE
My services include but are not limited to:
ESTATE PLANNING & TRUST
Planning and preserving your wealth for your loved ones beyond your life is a foundational part of your legacy, but it can be complicated and requires proper planning both now and in future with the help of experts.​
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I have a family of my own and I know how important legacy is, and one very important aspect of legacy is the financial position that you leave your family.​
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We look at the potential scenarios and how can best position yourself and your family today and reduce unnecessary financial uncertainties which may exist in an unfortunate circumstance. ​
Estate planning is unique to each individual and requires complex and consultative planning. Typical areas of estate planning include;
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Wills
Planning and preserving your wealth for your loved ones beyond your life is a foundational part of your legacy, but it can be complicated and requires proper planning both now and in future with the help of experts.
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Trusts
I have a family of my own and I know how important legacy is, and one very important aspect of legacy is the financial position that you leave your family.
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Power of Attorney
We look at the potential scenarios and how can best position yourself and your family today and reduce unnecessary financial uncertainties which may exist in an unfortunate circumstance.
RISK MANAGEMENT & PROTECTION
We always hope that we will never need to make use of our insurance policies, but if/when we need them, we are so grateful they are there.​
Fortunately, in Singapore we have some of the best standards of living in the world, meaning that even in an unfortunate circumstance, it is still possible to maintain a dignified life. However, our high standard of living comes with a high financial cost. And, this is why we need to make sure our insurance needs are validated by our coverage.​
If you are unsure about your existing coverage or if you feel you need to validate your current insurances, we should most certainly review your position.
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Health Insurance
Let us make sure that you have the best access to the best healthcare and facilities that are available to us in Singapore. We should review your current health insurance and see how we can get the best value for you and your family members.
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Income Protection
If illness or injury results in your inability to provide income for you and your family, income protection can keep you going during those times.
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Life Insurance
Should you die, life insurance reduces the burden on your loved ones and reduces stresses such as debt, cost of living, monthly expenses, education fees and more...as well as giving you the comfort that you've prepared for your family should you not be there.
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Critical Illness
Certain illnesses can arise throughout life and if they are covered under insurance, your financial burden can be lessened.
INVESTMENT MANAGEMENT
Preserving and growing your wealth with regular or lump sum investments can make a huge impact in our lives.
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Whether you are an experienced investor or looking to start or improve upon your current investments, we will your review your circumstance together and strategise your investment growth with a plan that you are confident with, within an investment time-frame that meets your needs and structured in way that meets your needs both now and in the future.
SAVINGS FOR YOU AND YOUR FAMILY
Saving in a structured way is one of the most efficient ways to build wealth and secure your future, especially in an uncertain world.​
Consider:
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Do you intend to retire in your 60's
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Do you intend to retire in your 50's
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Do you intend to spend your retirement in Singapore?
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Will your children attend University?
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If not, do you want an income for your children in young adulthood?
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How do you want to structure your savings?
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Do you want your savings to grow?