Our Services

1) Financial Planning

There are typically 3 types of risk in life that people may face, Premature Death / Disability / Critical illness. Even if we are fortunate enough to live healthily through these 3 risk, another issue we will ultimately face is Living too long.

There are solutions in the market designed to address all these risk, and that is when what we do comes to picture:

• Health & Personal Accident insurance

• Disability income insurance

• Critical illness insurance

• Life insurance

2) Wealth Accumulation

There are bound to be goals in life everyone wants to attain. For example, sending your child to further their studies in university, planning for retirement, or other short-term goals like saving the downpayment for house/car. Or you simply just like to save money.

All these can be achieved through financial products depending on your risk appetite, time horizon and budget.

This is when we advise which of these might suit you:

• Investment plans

• Endowment plans

Of different policy duration, returns, plan features flexed to suit your goals and needs.

3) General Insurance

Besides helping in your personal insurance, we also do general insurance, the most common ones are:

• Travel Insurance

• Home Insurance

• Car Insurance

• Maid Insurance

• Commercial Insurance

4) Value Added Services

We take pride in going the extra mile to ensure you have a pleasant financial planning journey with us!

We assist clients in their claim process and payment matters. We conduct regular reviews on client’s insurance or investment portfolio.