Fee-based Advisory

Money Doesn’t Come Without Guidence ...

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MONEY WISE

In this module, we will conduct a comprehensive financial health check using quantitative benchmarking, such as financial rations, to identify areas of potential vulnerability. Advice and suggestions will address these potential vulnerability and improve your cash flow and debt management.

INSURANCE

We will analyse your current lifestyle, financial circumstances and existing risk management measures. Based on our detailed analysis, we will highlight areas of vulnerabilities and provide suggestions to improve your existing risk management strategy.

EDUCATION

Your present education plan, current financial situation and education goals for your children will be ascertained. Based on the information collected, we will study the practicality and feasibility of achieving your financial goals, and present you with a detailed analysis with recommended resolutions.

RETIREMENT

Your present retirement strategy, financial situation and retirement goals will be ascertained. Based on the information collected, we will identify any area of vulnerability in the existing plan and recommend a suitable action plan that will help you achieve your desired retirement goals.

INVESTMENT

Your financial objective(s), risk profile and present investment portfolio will first be analysed. Then, we will advise you on the suitability of your existing investment portfolio in meeting your objective(s), while aligning your portfolio in accordance with your risk profile and objective(s).

ESTATE

Your gross assets & liabilities, expected probate costs and last expenses, as well as asset distribution preferences will be ascertained. We will analyse the net estate available for distribution, project the estate distribution outcome and recommend strategies to enhance your accumulation, conservation, and distribution of the estate to accomplish your financial and non-financial objectives.

MASTER

A comprehensive plan that includes all modules described above, explaining how you may conduct financial planning by managing your Five Pillar of Wealth: wealth maintenance, wealth protection, wealth accumulation, wealth enhancement and wealth distribution.