Wealth preservation looks into the critical steps of risk management against unexpected life crisis. We develop programs that leverage on sound financial products such as insurance to protect our clients’ income and wealth from creditors and other unforeseen circumstances.

Wealth accumulation involves helping our clients to meet their investment, retirement and education funding needs. Regardless of our clients’ risk appetite, we can employ tactical and strategic methods of portfolio management and exploit the vast investment vehicles available in the market to help our clients meet their investment needs.

Wealth succession ensures that our clients’ assets are distributed to their beneficiaries seamlessly through the effect of thrust and will. For company clients we also specialise in business continuity plans.

Other services also include sourcing of business and mortgage loans, employee benefit programs and stock trading etc. Our services are highly customised to cater to each client’s unique needs as we believe that each client faces specific individual situation at various life stages.