Services (Financial planning)
About Our Service
Special NeedsAdvisory Services
Everybody deserves to live with dignity.
I do Special Needs Advisory to assist family of Individuals with Special Needs to ensure that if they are not able to accompany them till the end of time, they will know that the Individuals will be well-taken care of.
Corporate
Risk Management
We assist business owners to mitigate their risk so they can put their 100% focus and more to grow their business.
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Every business at different stage is exposed to different levels and types of risk, we work on;
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4 Main Area of planning:
- Provision of loss of Keyman
- Business Continuity
- Credit Protection
- Key staff retention program
Investment & Savings
As the world economy changes, putting money inside bank alone is no longer sufficient to keep up with rising living costs.​
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We plan out different strategies using a array of financial tools to optimise your wealth growth.
Estate and Legacy Planning
How much do you want to leave to your family?
When do you think is the right time for them to receive the assets?
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Who do you trust to take care of your family?
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If you don't plan for these, you don't get a say once you pass away, the purpose is to take away the stress away from your family while you are still able to have a say.