services

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.

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.

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.

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.

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.

Will

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

Trust

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

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.

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.

Retirement Planning

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

Portfolio Construction

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

Wrap Account

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

how can we help you?

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

CF Lee

Account Manager, Melaka

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