Our Products
Financial Tools
Insurance Planning
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- Family Funding;
- Medical Fee Funding;
- Children Education Funding;
- Retirement Funding;
- Mortgage Repayment Funding;
- Business Emergency Funding;
- Employee Benefits Funding;
Retirement Funding
It is never too late or too early to plan for your retirement. The most fundamental issues to be addressed are
- When do you plan to retire?
- How much do you need for your retirement?
- How much can you save and invest to achieve your retirement goal?
- What are the investment instruments appropriate for your retirement funding?
We ready to find out your retirement needs and funding. Our expertise will customise a strategy to achieve your retirement goals. To know more, please contact us.
Plan Your Retirement
Good Education
Children Education Funding
- How much do you want to save for education funding?
- What is your timeframe of savings?
- Where do you intend to send your children for their tertiary education, local or overseas and type of courses?
- Is your currently saving sufficient to meet your education funding?
- What are the right instruments for your education saving?
Mortgage Repayment Funding
Buying and owning houses are critical decisions and long term commitments for individuals and families. A complete mortgage repayment protection plan is needed to eliminate uncertainties happen in life. Thus your property investments are safe and pass on to your generation. Our planners specialize in customizing plans to match your investment objectives in the long term. To serve your investments free from risks, please contact us.
Property Investment
Deal Unforseen Circumstances
Business Emergency Funding
As a businessman or entrepreneur, capital funding is crucial for him/her business to operate and expand, more importantly to deal with business crisis. Thus a well-prepared business emergency plan is needed to deal unforeseen circumstances. It will serve for a firewall for business entities due to the losses of assets, dealing and the death of the key personnel of the entities.Our planner is knowledgeable and capable to structure the proposals for entrepreneurs to build a firewall for their businesses to ensure that their businesses have adequate funding to deal with any challenge.
Estate Planning
- The need for a will
- What happens when you are predeceased?
- Who do you want to pass on your assets?
- What proportion do you want to give away?
- Why there is a need to create a trust ?
- What are the consequences of the interstate succession, ie dying without a will?
- What do you need to prepare when you want to write a will?
- How can you protect your assets from creditors?