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

Milestones

20
02
 Established as an Independent Financial Advisory ("IFA") firm
 Created Financial CompassTM
 
20
04
 First IFA firm to create Unit Trust Fund SelectorTM
 
20
05
 Created first Life Insurance Product Comparison Databank ("IPCTM Databank")
 
20
06
 Created Integrated Business Operations Support System ("iBOSSTM")
 
20
07
 First IFA firm to win the Asian Management Association’s Professional Enterprise Award
 
 
20
08
 Only IFA firm to attain the Singapore Quality Class ("SQC") and People Developer status
 Introduced Market Recovery Portfolio after market meltdown
 
20
09
 Became a Singapore SME 500 firm
 Created AutoCueTM
 Implemented Notching Strategy on our Investment Portfolios
 
20
10
 Acquired another financial advisory firm and expanded market presence
 Created Document Management Module ("iDMTM")
 
20
11
 Full Scale Corporate Brand Facelift
 Ranked in Singapore SME 1000
 Established the Financial Alliance Islamic Wealth Advisory ("FAiWA") Division for Muslim clients
 
20
12
 Became a top IFA firm in Singapore
 Ranked in Singapore SME 1000
 First and only IFA firm to be awarded the SQC Star* status
 Created AQSTM
 Launched Private Wealth Management Unit (PWM)
 Celebrated A Decade of Distinction (2002 - 2012)
 Developed Electronic Financial Compass (“e-FC”)
 Developed the Product Suitability Assessment (PSA) framework
 
 
 Implemented "Preferred Language of Verbal Communication“ & “Customer Knowledge Assessment”
 
20
13
 Ranked in Singapore SME 1000
 Acquired FA Advisory Sdn Bhd, a financial advisory firm in Malaysia
 e-Financial Compass  implemented to facilitate paperless advisory documentation
 
20
14
 Ranked in Singapore SME 1000
 Launched “FA Market Watch”
 Adopted Core and Satellite investment strategy
 
20
15
 Ranked in Singapore SME 1000
 
20
16
 Won Silver for Most Preferred Financial Adviser from ShareInvestor Awards
 Ranked in Singapore SME 1000
 Launched Financial Compass mobile application to help FARs engage consumers in planning and obtaining solutions for retirement planning
 
20
17
 Revamped Declaration of Individual Accredited Investor Status, in line with objectives of upcoming Securities and Futures (Amendment) Bill, by allowing the client to choose whether to opt-in to receiving the same financial advisory procedure as a retail client.