PHILOSOPHY
Each of our experienced advisers has their own focus of expertise within the field of wealth advisory. We are the first wealth management firm in Singapore with a team with different skills and knowledge to give you the most competent, holistic solution.
The First Fee-Only
Wealth Advisory
Firm in Southeast Asia
And a Leading Wealth Advisory Firm in Asia
Wealth Advisory
Firm in Southeast Asia
And a Leading Wealth Advisory Firm in Asia
We are a mid-sized ensemble, professional practice firm that focuses on doing the right thing. As an independent wealth adviser and fund management company licensed by MAS, we offer various solutions to assist you in the area of wealth management.
Over the years, we have come to be known as a specialist in retirement planning—accumulating towards retirement and drawing-down in retirement. Many of our clients have private banking relationships but engage us as their trusted adviser for valuable 2nd opinion.
The Light of the Financial World
WHY FEE ONLY?
No Hidden Charges.
No Conflict of Interest.
No Conflict of Interest.
By operating solely on a fee basis, all our clients pay us a fixed fee for planning their finances. We do not accept any fees or compensation from product providers at all.
With this model, there is no conflict of interest and our loyalty is to you — making sure that the advice we provide is the best possible for your unique wealth situation.
OUR PURPOSE
As a Family of People Driven by Passion
We exist to serve our families of clients to fulfill their dreams and achieve their life purpose by providing them with honest, independent and competent advice.
We seek to inspire our clients to first make life purpose decisions before making financial decisions.
We believe in giving time-tested, prudent and holistic financial solutions, even if it means being different.
We strive to be the light of the financial world.
This is what drives us.
This is why we exist.
This is our Purpose.
This is why we exist.
This is our Purpose.