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Our Services

“People don’t care how much you know, until they know how much you care.

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Our Clients

“David has been servicing my family’s financial portfolio for several years. His unwavering service levels continue to give me the assurance that we can rely on his professional advice for years to come.”

GARY LAI • MANAGING DIRECTOR, SEA • CHARTERHOUSE

“Sherry helped me plan for life insurance and medical insurance. She is quite knowledgeable in the area and patiently explained all the quirks of the different options. She was also kind enough to come to my house and help finalize the plans. A pleasure to work with her.”

DR ARINDAM BASU • ASSOCIATE PROFESSOR, NANYANG TECHNOLOGICAL UNIVERSITY

“Keef Lim is a very well dedicated financial advisor. The clarity and enthusiasm he puts in his communication with clients make him very trustful. I have enjoyed talking to him on the phone and face to face. He is very knowledgeable about investments and his advises are very helpful.”

DR RACHID YAZAMI • SCIENTIST, NANYANG TECHNOLOGICAL UNIVERSITY

Join Our Events

“When opportunity knocks, will you be there to answer?”

Shaping your financial future should be a two-way conversation. Ultimately, the more knowledgeable you are, the more you are in control. Precisely why, we host regular events featuring subject experts to get clients acquainted with the ins and outs of financial planning.

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Start Off Right

Before starting a client-adviser relationship, our clients always first preview a sample of our work to assess if there is a good fit.

Drop us a request and we will be glad to set up a preview.

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