Financial Planning

We are expanding our portfolio with Corporate & Personal Financial Planning to Business Owners and Company Directors. With the expansion of this service, we are able to provide a customizable and expanded service to our valued clients. We are now having the most comprehensive financial solutions on top of Accounting, Corporate Secretary, and Corporate Advisory.

In line with our mission, we believe in bringing greater value that will satisfy our clients. With the potential and high demand for help, we believe this is the right time to integrate this service into our portfolio.

Corporate Financial Planning

  • Corporate Private Retirement Scheme (PRS)
  • Talent and Employee Retention Programme
  • Employee Retirement and Pension Scheme
  • Tax Saving Benefit

Corporate Insurance Plan

  • Group Insurance
  • Keyman Insurance
  • Business All-Risk and Fire Protection
  • Employee Hospital & Surgical Plan

Corporate Investment Plan

  • Tax-free investment
  • Local & Offshore Investment
  • Money Market Management

Business Succession Planning

  • Business Valuation
  • Succession Funding
  • Family Office for High Net-worth Client
  • Family Office set-up
  • Strategic Partners  – Insurance, Accountant, Fund Managers, Lawyers, Succession Planning, etc
  • Personal Financial Planning
  • Wealth Protection

Insurance Planning

  • Keyman Insurance
  • All-Risk Insurance
  • Assets Protection
  • Wealth Creation

Investment Planning

  • Money Market Portfolio
  • Local & Offshore Investment
  • Wealth Preservation

Retirement Planning

  • Cash Flow and Debt Management
  • Wealth Distribution
  • Estate Planning
  • Will & Trust

Wish to understand more about our Financial Planning Services?