Services
WORK WITH ME
Job Security Doesn’t Equate to Financial Stability
Wealth Management
Amplify your net worth through hands-off investing while maintaining liquidity for short-term cash needs. With a balanced approach, you can grow your wealth without sacrificing access to funds when you need them.
Dream of frequent overseas trips without compromising your current lifestyle? Let our retirement advisory pave the way. We'll also help you plan so you can enjoy your golden years to the fullest.
I WILL HELP YOU
Set Financial Goals
Retirement Planning
Wealth Accumulation
Cash Flow & Saving Planning
Investment Advisory
We recommend suitable and easy-to-follow investment options that are aligned with your financial goals. Our personalized approach ensures that your investments provide a balanced strategy for returns while effectively managing risks.
Assess Risk Appetite
Propose Capital Gain Strategy
Strategize Dividend Payouts
Tailor-Made Your Passive Investment Portfolio
I WILL HELP YOU
Individual Insurance
We evaluate and recommend Life, Critical Illness, Accident, and more to ensure comprehensive coverage for you and your loved ones. Our personalized approach ensures that you get the protection you need according to your unique circumstances and priorities. With this, you can have peace of mind knowing that you're prepared for whatever life throws your way.
I WILL HELP YOU
Legacy Planning
Life Insurance
Medical Insurance
Critical Illness Plan
Corporate Advisory
Expanding beyond individual insurance solutions, we also specialize in group insurance! Our seasoned team delivers customized solutions designed to address the specific needs of your business, securing compliance and peace of mind.
Shareholders Agreement
Employee's Benefit
Security Bonds
Professional/Public Liability
I WILL HELP YOU
READY FOR THE NEXT STEPS?
Don't Delay Your Life's Pivotal Choice Begin Your Journey Today!
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READY FOR THE NEXT LEVEL?
Grab Your Free Financial Assessment Now
In this quick discussion session, you'll gain a deeper insight into your financial status, lay the groundwork for adequate protection coverage and smart investments, and conquer obstacles that may hinder your journey to achieving ultimate financial success.
Setting Right Financial Goals
Understand Yourself Better (Financially)
Chart Your Ideal Financial Future Without Becoming a Penny-Pincher
Understand Job Security Doesn’t Equate to Financial Security
Decide How Much Coverage Is Sufficient
Elevate Your Financial Game
How to Invest in Good Funds
How to Gain Passive Income
HOW IT WORKS - THE PROCESS
Let's Chat!
I will give you a call or a text (see which one you prefer), to have a quick understanding of your requirements and circumstances.
Let's Meet Up!
Let me know of any good restaurant nearby your place, and I will be glad to meet you there!
Let’s Keep in Touch!
I understand it's not easy to make a financial decision, so I expect that you will need more time to think about it after our first meet-up. Don't worry as it's my job to make sure you know what you need to know when making your decision that's going to affect your life!
Here's what will happen when you sign up for the assessment
FREQUENTLY ASKED QUESTION
Answers to common queries our clients have before starting their journey.
Will You Be Pushy?
I usually follow up based on the pre-discussed schedule with my client, if you happen to be busy during a certain period, just let me know in advance and I will avoid that period.
Will You Be Hardselling?
That one I cannot guarantee haha. I provide information that I deem beneficial for my clients, so sometimes I may bombard them with messages or calls in case they miss them. If you think this is hard sell, feel free to say it to my face, and I will tone it down.
Can I Not Buy From You After The Session?
Of course, or do you think I can force you to buy? I am not taking the risk of getting my license revoked.
Why Should I Choose You?
Besides offering a comprehensive comparison of 40+ banks and insurers, I empower clients to shift from relying solely on active income to establishing a reliable source of passive income.
Will You Ghost Me After Getting My Sales?
Uhmm...I wonder what triggered you to ask this question. Anyway, I hope to deliver such superb service that you'll refer me to more businesses, so I think this should be the least of your concerns.
What If I Need to Cancel or Reschedule?
No problem, just let me know in advance.
