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Our Services
Personalized Financial Advisory and Planning
We analyse client current financial condition & excess cash surplus to reallocate for goal achievement purpose. We get involved in every step of the financial planning of our clients to ensure close relationships.
Insurance and Risk Management
We identify the potential risk, analyse and take action against it. Risk transfer will be one of our mechanisms to shift the potential risk to third party to minimize the risk exposure of our clients.
Investment Management
Wealth accumulation will be the concern of every client. It is a process of matching financial goal and objectives with investment strategies and resources. We explore to local and international market to meet the client requirements.
Retirement Planning
Overspending in retirement life might cause one in trouble due to less income inflow. We plan for life after paid work ends to achieve financial comfort and financial freedom.
Estate Planning
Leaving the beloved one with no burden will be the concern for a bread winner or one with assets. A will can ensure a smoother distribution process within 2 years.
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