Mission Statement

·         Providing an integrated one-stop financial planning services

·         Helping my clients to achieve their financial goals relating to themselves, their family, their career and business plans

·         Upholding business integrity and exceeding clients’ expectations with reliable and consistent service

I am authorized

to provide the following

Financial Planning and Advisory Services :

 

 

Unit Trusts Investments

Investment-Linked Policies

Savings/Endowment Plans

Life & Disability Insurance

Medical & Health Insurance

Fixed Deposits

Comprehensive Written Financial Plan

Wealth Accumulation & Retirement Funding

Wealth Management & Asset Allocation Planning


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