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Find An Expert to Multiply Your Wealth

Connect With Top Talent

We match you with top experts based on your needs and situation. This means, they understand the investment/ insurance coverage you need most.

Shop Multiple Companies

Our agents take your needs and look for the best deal from various companies. And the best part… it doesn’t cost you anything.

Get The Best Price

When you have options from multiple companies, it’s easier to find the best plan at the right price.

Complete Your Financial Planning Strategy With Our Proven 12 Core Disciplines

Retirement Planning

Discover the best strategy to retire on time and with money so that you can enjoy retirement with your loved ones.

CPF Advisory

Utilize your ordinary, special and retirement accounts to generate maximum returns.

Property Planning

Craft a detailed analysis that will plan for your next purchase and save thousand of dollars on your current mortgage payments.

Needs Analysis

Our agents listen to your needs, goals and worries and design an effective plan based on them.

Wills, Trusts and Nominations

Distribute your assets exactly in the proportion you want to avoid any confusion or arguments in future.

Legacy Planning

Create a system to grow your assets and deliver them to your descendants in the most suitable way.

Wealth Enhancement Strategy

Optimize your savings and assets to make your money work harder for you.

Child Education Planning

Build up a low-risk fund to ensure your children will have enough money for the education they deserve.

Portfolio Management

Realign your investment portfolio to maximize returns with an acceptable level of risk.

Life & Health Insurance

Leverage on insurance to cover all possible medical expenses so that your wealth is completely risk-free

Credit and Loan Advisory

Turn your loan from liability to asset and learn to leverage it to build wealth.

Employee Benefits

Provide medical benefits and insurance to improve employee retention and morale.

Retirement Planning

Discover the best strategy to retire on time and with money so that you can enjoy retirement with your loved ones.

CPF Advisory

Utilize your ordinary, special and retirement accounts to generate maximum returns.

Property Planning

Craft a detailed analysis that will plan for your next purchase and save thousand of dollars on your current mortgage payments.

Needs Analysis

Our agents listen to your needs, goals and worries and design an effective plan based on them.

Wills, Trusts and Nominations

Distribute your assets exactly in the proportion you want to avoid any confusion or arguments in future.

Credit and Loan Advisory

Turn your loan from liability to asset and learn to leverage it to build wealth.

Wealth Enhancement Strategy

Optimize your savings and assets to make your money work harder for you.

Child Education Planning

Build up a low-risk fund to ensure your children will have enough money for the education they deserve.

Portfolio Management

Realign your investment portfolio to maximize returns with an acceptable level of risk.

Life & Health Insurance

Leverage on insurance to cover all possible medical expenses so that your wealth is completely risk-free

Legacy Planning

Create a system to grow your assets and deliver them to your descendants in the most suitable way.

Employee Benefits

Provide medical benefits and insurance to improve employee retention and morale.

How It Works

Step 1:

Tell Us What You're Looking For

Step 2:

We Find You The Best Match

Step 3:

You Connect With the One(s) You Like

Design Your Perfect Financial Strategy Today

Meet the partners

Our agents work with these insurance partners and more.