Our Expertise — PPPartners

Objective Advice

Financial planning is the bedrock and foundation to a good life. Our objective advice will help you make good financial decisions.

Fact Find

We listen and understand your needs. We want to know the hard facts and figures and more importantly, the soft facts because it is your preferences, needs, wants, and desires that shape our advice.

Coaching & Cash Flow Management

We will have the difficult discussions to coach, educate and prepare our clients not just for today, but for 10 years later, and even beyond their retirement.

Solutioning

Our partners are from independently-owned advisory firm with a wide product range from multiple financial provider companies in order to provide objective advice using tailored solutions that are best in class.

Wealth Protection

We believe that optimizing your risk management portfolio will enable you to manage your risks comprehensively and
cost-effectively.

Life & Critical Illness Insurance

We provide you with a range of suitable instruments to provide risk management for life, critical illness, early critical illness, and disability income.

Health Insurance

We offer health insurance solutions to cover bills from a few hundred dollars to hundreds of thousands.

General Insurance

Ranging from travel insurance to personal accident plans, these general insurance policies are easy to understand and purchase.

Wealth Accumulation & Management

We believe that optimizing your risk management portfolio will enable you to manage your risks comprehensively and cost-effectively.

Capital Preservation

We provide Capital Preservation services to preserve the value of your investments.

Capital Growth

We provide Capital Growth services to grow the value of your investments.

Goal Specific Planning

We partner with you in planning and providing for the different goals in your life.

Wealth Distribution & Taxation

We assist our clients to avoid paying unnecessary taxes in order to allocate those resources to building wealth.

Tax Planning

We can advise you on how to reduce your taxes and have those savings redirected to building your wealth and assets.

Estate Planning

We believe that assets should be distributed according to the wishes of their owner even when he or she is incapacitated or no longer around.

Legacy Creation

We can help you fulfill those wishes of creating a significant legacy that lasts generations.

**Business & Company Insurance**

We assist companies in both optimizing their benefits as well as communicating the value to their staff..

Succession Planning

We provide Succession Planning services to prevent business chaos during major changes within your company.

Key Person Protection

We understand the importance of Key Person Protection as a sudden loss of any key person could pose a significant financial impact on the company.

Employee Benefit & General Insurance

We provide a list of competitive and tailored general insurance solutions to ensure the smooth running of your company.