Skip Main Navigation
Page Content

SG Financial Planner

We are a team of passionate practitioner, with more than 20 years of experience in helping individuals and families to design their financial programme, such as on asset protection, asset accumulation, retirement planning, medical expenses coverage and also on transferring of wealth to next generation.

Base on your goals and objectives, we will have our specialists assigned to you and walk through the journey with you.

Being a representative with one of largest Singapore's privately owned financial advisory company that has a global presence and offers a comprehensive suite of financial products and services to retails, corporate and institutional clients, we do not just deal with any particular provider and we represent our clients instead and advise to their best interest.

We conduct lunch time talk at our client's office to educate, enrich and empower their staffs financial knowledge and to raise their financial literacy. This is our Team Social Responsibility (TSR), as a way of contributing back to the society. Our topic include:

- ABCs Of Financial Planning

- Your Relationship with Money (Workshop)

- Stop Buying More Insurance

- How To Calculate Your Own Needs

- Unlocking Wealth From Your Insurance

- Understanding Your Health Policies

- 3|2|1 Of Investment

- Common Pitfalls In Investment

- Retiring In Style & Confidence

- CPF & You

- Building A Legacy

We customise the topic, base on your requirement.

Save This Event

Event Saved