Your path to a secure financial future
Unlock personalised strategies for securing your future—from retirement planning and investments to business protection. Our expert solutions empower families, individuals, and businesses across Singapore’s financial landscape.
Building a secure financial future together.
Instilling money smarts
We organise an average of 400 seminars annually, reaching out to more than 20,000 clients.
Expert and professional guidance
To meet our clients’ financial goals, we recommend and implement long-term plans.
Comprehensive financial services
We partner a large network of financial providers to craft personalised and holistic solutions.
We have tailored services to drive your financial success.
Personal Financial Advisory
Personalised financial planning designed to align with life goals, from saving for retirement to growing your investments.
Our key services include:
- Wealth Protection
- Wealth Accumulation
- Wealth Preservation
- Wealth Distribution
Corporate Financial Advisory
Strategic financial solutions tailored to your business needs, including cash flow management and financial growth strategies, ensuring long-term business success.
Our key services include:
- Business Succession Planning
- Corporate Pension Scheme
- Employee Benefits Scheme
- Business Keyman Protection
Corporate Talks
Engaging financial seminars designed to provide practical insights and expert guidance on wealth management, retirement planning, and investment strategies for individuals and businesses.
Unlock insights at our expert-led financial events.
Explore our upcoming financial events
Join expert-led workshops to empower your financial journey. Reserve your spot today!
Don’t just take our word for it—Hear directly from our community!
“Very informative, useful and yet entertaining. The speaker prompted me to think and take actions with some life issues after listening to his talk. Would strongly recommend it.”
Tay B T
“The talk is clear and right to the point without wasting time and elaborated with real case happened and given different scenario examples for our better understanding which enlighten me a lot.”
Magdalene
“Everyone can drown in information nowadays. These seminars save a lot of time researching, especially we don’t actively research. I also have increased confidence when an expert talks instead of doing on my own as they provide context and comparison. I’m thankful these are free; makes me feel we clients are being taken care of. Thanks a lot!”
Christine V G
“Our colleagues have greatly benefited from these talks. They are now more aware of the benefits of commencing financial planning early and are also better informed about the different Medishield plans available in the market.
Not only are the talks educational, you have captivated the audience’s attention with your use of relevant anecdotes and personal experiences. We would like to, once again, express our sincere thanks to you and your team for your efforts in bringing the talks to our colleagues.”
Goh K B