I specialize in developing wealth strategies and implementing effective solutions for my clients. Through a host of financial and investment services, I help private wealth clients (Accredited Investors) sustain their wealth and leave a legacy for their children, grandchildren and future generations.
I will work with you to protect the wealth you accumulated through astute wealth planning. I will also advise and discuss different ways you can preserve and distribute your wealth through Legacy and Protection Planning, Comprehensive Wealth Management, and Philanthropic Giving.
Income and Wealth Protection
Insurance plays a key role in your financial well-being, providing financial security for you and your family when it’s needed most. My firm offers a comprehensive range of insurance solutions from their wide selections of insurance providers globally to protect yourself and your loved ones and leave a legacy for your loved ones and generations to come.
The four main types of insurance we offer are Life Insurance, Health Insurance, Personal General Insurance and Universal Life Insurance. Life insurance provides you and your family financial security against unforeseen situations and also serve as a wealth accumulation and distribution tool. Health Insurance ensures your savings will not be depleted for medical treatments due to accidents, medical emergencies or critical illnesses, ensures you can get quality medical care and treatment, and protects you against permanent and temporary loss of income due to the inability of work. Personal General Insurance protects you against thief, loss, or damage of your precious processions. Universal Life Insurance is a unique set of insurance plans designed to offer comprehensive life assurance to help high net worth individuals create a legacy for their loved ones and future generations.
I will do a detailed analysis of your financial and lifestyle circumstances, Medisave Medishield, and your existing coverage before I offer my advice and recommendations for you to ensure you are adequately covered for you and your family’s needs.
I work closely with the investment team in our wealth advisory firm with their robust research on the latest developments in the financial markets. After understanding your risk appetite, financial goals and investment timeframe, I will create a customised investment portfolio designed to meet your needs and enhance the overall performance of your portfolio. I can also provide you access to alternative investments such as exclusive investment funds, property funds, hedge funds, bonds and equities to help you diversify your portfolio.