This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

CPF Investment

Milk your CPF funds for all they are worth

The CPF Investment Scheme (CPFIS) allows you to invest your CPF savings in a wide range of investment products to enlarge your retirement nest egg. However, you should exercise prudence when you invest your CPF savings under the CPF Investment Scheme. Investments come with inherent risks. There is no guarantee that investments will always be profitable or that investment products included under CPFIS will always chalk up profits.

We can guide you on how to invest your savings, what risks your circumstances will allow you to accept, how long you should stay invested and when you should adjust your investment portfolio to keep up with the dynamic market situations.

We recommend you to familiarise yourself with some important information in Mycpf – Making An Investment (Also read Get All the Facts Before Investing and 9 Things to Ask Your Financial Adviser).

We understand your needs and offer you customised solutions.
Contact us or speak with your FA Financial Consultant to discover more.