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Our Financial Planning Approach

Every client’s needs are different, and no plan is cast in stone. We believe a successful portfolio relies on building and fostering a lasting relationship that caters to you and your needs.

Our first meeting is all about getting to know you and finding out what we can do for you, and never about product selling. We will go through a thorough analysis of your needs and wants to help us in identifying our role and in designing solutions to help you achieve your financial goals.

As you grow with us, we will regularly monitor and review your financial portfolio to have a greater understanding of your needs, and through our Discovery Process, offer relevant solutions from any of our three service categories, the 3Ws – Wealth Accumulation, Wealth Protection and Wealth Preservation. Our fulfilment and compensation as your Financial Services Consultants comes from the implementation of your solutions.

To fulfil our service promise, the first meeting is always on us, so just let us know where your favourite coffee joint is and we would love to get to know you more.