Wealth Management

What's wealth management, exactly?

Some people think it's a retirement plan. Others is having a budget. 

We're here to clear things up. Get a glimpse into how we create a financial & legacy plan to manage wealth and what yours could look like.

Learn more here
Wealth Management Consultant

Hello, i'm Janice

Associate Estate Planning Practitioner®

Estate & Succession Practitioner

Multi Million Dollar Round Table (MDRT) Qualifier​​

Who we work with

Specialise in helping individuals such as the Professionals, Mass affluent and High-net-worth individuals achieve their financial goals and objectives.

client centric approach

Prioritise discussion with you to understand your needs and concerns before crafting tailored solutions and a personalised portfolio.

How we VALUE-ADD

Holistic planning strategy through the four pillars of wealth: 

Risk management 

Wealth accumulation

Wealth preservation

Wealth Distribution

Our partners includes a diverse range of industry leaders in insurance, banking and law firms to ensure comprehensive financial solutions for my clients, optimizing insurance coverage & wealth accumulation or preservation options—helping Clients enhance their protection while saving on premiums.

Also, working closely with Clients on their retirement and legacy plan, ensuring they can enjoy a comfortable worry-free retirement and still have enough to leave behind for their loved ones.

EMPOWERING CLIENTS

Beyond one-on-one advisory, we also conduct weekly or monthly seminars to educate and empower Clients and their loved ones.

Services

THE 4 PILLARS OF WEALTH

Wealth Protection

  • Risk Planning
  • Income Protection
  • Critical Illness Protection
  • Hospitalisation Coverage
  • Corporate Risk Management

Wealth Accumulation

  • Investment Planning
  • Child Education Planning
  • Supplementary Retirement Schemes (SRS)
  • Tax Planning (Referral services)
  • Housing Mortgage (Referral services)

Wealth Preservation

  • Retirement Planning
  • CPF Retirement Schemes
  • Lifetime Income Planning
  • Long-Term Disability Income Planning

Wealth Distribution

  • Estate & Legacy Planning
  • Setup for Wills and Trusts
  • Lasting Power of Attorney
  • Nominations of Beneficiaries
  • CPF Nomination

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