Life Insurance

As a natural part of life, there are many risks that threaten your well-being and financial security no matter how hard you’ve worked. It is crucial for us to ensure that our clients and their loved ones can live the lifestyles they want, even if the unexpected happens.

read more
Tax Planning

You have the right to arrange your financial affairs to keep your tax to a minimum. We help you to identify the possible tax-saving opportunities for the current year with tax tips and tax savings ideas.

read more
Financial Advisory

We provides financial advice and guidance to solve your doubts on financial related issues, such as insurance needs, investment management, income tax preparation and estate planning.

read more
Financial Health Check

Get a clear picture of where you stand with your finances, whether you are looking to action a specific need or simply want the peace of mind that your finances are in good shape.

read more
General Insurance

General insurance helps us protect ourselves and the things we value, such as our homes, our cars and our valuables, from the financial impact of risks, big and small.

read more

A will is important to have, as it allows you to communicate your wishes clearly and precisely.

read more

A trust can give you more control over when and how your beneficiaries receive assets.

read more
Business Succession Planning

Proper succession planning is essential for family businesses in particular, which will have to either identify family members who are qualified for leadership positions or consider other contingencies beyond the family.

read more
Estate Planning

Your estate plan may bring new financial needs to your attention. Let us be your trusted partner every step of the way, with our broad range of options.

read more
Retirement Planning

Think you’re ready to retire, but want to make sure? This two-hour consultation may be just what you need.

read more
Portfolio Construction

Portfolio construction is about investing accross a range of funds that work together, creating an investment strategy for investors.

read more
Wrap Account

An account that wraps all unit trust investment consisting of different asset classes from different fund management company into a portfolio.

read more
how can we help you?

Contact us at through phone or submit an inquiry online.

Very detail introduction and explanation. Choon Hong explained every detail I need to consider when looking for an insurance.

CF Lee
Account Manager, Melaka

Looking for a First-Class Business Plan Consultant?