Manage Your Wealth with Our Personalised Financial Planning
Technology-driven approach to Personal Wealth Management
We use digital tools such as SgFinDex, Moneysense, and AIA inhouse apps such as AIA+ and eBen to assist clients on financial planning. These tools allow scenario-based goals to ensure objective recommendations tailored to your needs. Visualise your financial health at every life stage, empowering you to make confident choices.
Your aspirations and concerns matter to us, and we are committed to addressing them with utmost care. Trust that our dedicated and modern approach will help you navigate your financial journey with confidence.
Wealth Protection
Implement strategies to protect your wealth and financial well-being from unexpected events such as premature death, disability, critical illness, accidents, and other risks. Ensure you have the right insurance policies in place to safeguard against potential financial hardships.
Grow assets for goals like funding education or building a retirement nest egg. Align investments with your risk profile, explore diverse financial instruments, and use various investment vehicles for effective wealth accumulation.
Establish clear instructions and plans for the distribution of your wealth to intended individuals or entities upon your passing through estate planning such as our Nomination, Will and Trust services. Through legal structures or financial arrangements, ensure that your assets are allocated according to your wishes, allowing for a smooth and efficient transfer of wealth.
here’s how we go above and beyond to grow and protect your personal financial assets.
Tailored Just for You
Financial planning is a highly personalised endeavour. We will take the time to understand your unique situation and tailor your benefits accordingly, from personal finances, medical protection to accident protection.
Life does not always go as planned. Rest assure that we will be there for you. We work as a team to ensure we are always available in times of need.
Your life is ever-changing and your coverage should align with your needs. We will go through your policies benefits and limitations at each review.
Real people. Real stories.
“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”
“Before I met Wu Dan, I struggled to deal with different/indirect financial services consultants from different companies for my hospitalisation and life insurance, which caused inconveniences and much stress. That was when Wu Dan was introduced to me by my friend. Wu Dan is very different from previous consultants I met with. She saves me from my previous headache of dealing with my insurances and financial planning. She is sweet, kind, caring and always plan the best and the most suitable for you. She truly cares for you and you can feel the love, power and energy from her heart. Over time, she has become my good friend and my dear sister which I really appreciate of.”
Su Xin
Engineer
“A few years ago, my husband was admitted for a heart bypass, having no prior experience on the procedures for hospitalization claims, etc. I was able to rely on Hui Cheng and her team on the smooth process of all the hospitalization claims.
We are lucky to have Hui Cheng and her team behind supporting on all our insurance needs for past 8 years. She is 100% a true professional in the field. She is knowledgeable and only recommend products most beneficial and suitable for our needs, not just about hitting sales target. She is always available and ready to answer whatever questions we have thoroughly and with patience.
A trustworthy and reliable professional is how I would describe her. Whether you’re seeking for your insurance needs or wealth management, she is the right person to look for.”
Brenda Y.
40s / Business Owner in F&B
“Thank you Sandra for taking time to meet amidst your busy schedules. In fact, you’re always responsive to our calls. As our financial services consultant, you’re well informed n knowledgeable. That gives us assurance and we’re glad to find someone we can rely and trust. You communicate like a close friend. No pretend. Just genuine and real. You gave us your listening ear and provide us 101% of support and clarification if need to. Extending extra mile for people too! With your kind virtues and professionalism , you can excel in your undertakings. It’s been great pleasure knowing you and we will not hesitate to recommend your service to our friends and relatives. Wishing you success in your endeavors! To God be the glory!”
Chris & Esther