.png)
Your growth plan, mapped.
Our tailored approach to financial planning ensures that your path to wealth aligns seamlessly with the ups and downs of the economy. We believe that proactive investment strategies, rooted in data and analysis, empower you to stay ahead of financial trends, safeguarding your financial future in an ever-evolving world.
Your rainy days, covered.
We understand that unforeseen challenges can arise at any moment. That's why our financial planning includes robust safety nets to protect your financial well-being during turbulent times. With us, you can face life's uncertainties with confidence, knowing that you have a secure financial umbrella in place.
Your life goals, met.
At every step of our client journey, we are dedicated to turning your life ambitions into realities. Our structured process eliminates guesswork, enabling you to make well-informed financial decisions. With us, you have a trusted partner committed to guiding you toward the achievements you've always envisioned.
Invest. Insure. Ensure.
.png){kind=logo}
.png)
3,728
Invested & Insured clients
S$339,859,881
of assets under administration
Over 20 years
of industry experience
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobel
Invest
1-1 Consultation
Assessing financial situation, establish important aspirations and relationships
Setting the Objective
Creating an investment mandate aligned to your objective
Goal Mapping
Projection of the investment journey and potential scenarios
Implementation
Guidance on entry strategy & portfolio construction
On-going adjustments
Adjustments of investment mandate & objective based on progressing life stage and financial standing
Portfolio Review
Progress tracking of investment journey & Action plans in all market conditions
Insure
1-1 Consultation
Familiarise yourself with different types of insurance and their specific use
Determine a meaningful
coverage
How to ascertain the right coverage amount for your needs and prevent overpaying
Buy term, invest rest
Through careful guidance and disciplined practices, BTIR can enhance cost efficiency and wealth accumulation.
Review existing insurance
Uncertain about your optimal portfolio? Allow us to conduct a review.
25% Commission rebate
Enjoy 25% commission rebate with policies implemented through us.
I got to know Isaac through a friend's referral. I like that it is not rushed and there are discussions to truly understand my financial situation and needs. It is then translated into a clear action plan to help me visualise how I am able to reach my important milestones. I feel a lot more confident in managing my family finances knowing our money is in the right places. Kudos!
Ken Chow
I have been investing for years with many different platforms without much success before I met Isaac and have been holding a large part of my savings in cash just sitting in the bank. After meeting him, I understand a lot more about how to allocate my savings in different instruments that works for my short term and long term needs so I am able to get the most out of my savings. Highly Recommend!
Cindy T
I found Cason's advisory very refreshing as he has been very transparent with me since the beginning, in the fees and the manner in which my portfolio is being managed. Good work!
Chan YW
Kudos to Aime for her clear explanation on the concept of "Buy terms, invest the rest."
TP Guo
I'm very happy to be working with Isaac. He provided clarity in a complex investment world, guided me through market downturns, and transformed my fear into profit. I would strongly recommend anyone to work with Isaac because I believe investment decisions should be well informed, handled with care and responsibility.
Derek
I met Cason through a friend who recommended him during one of their investment seminars. I have been genuinely impressed with his advisory so far, and I plan to recommend him to my family and friends in the future.
Tony H
Investment
We start with the end in mind and put in meticulous work with you to develop an investment roadmap that aligns with your aspirations and unique personal circumstances in this journey. Here is how we do it.
1-1 consultation
Assessing financial situation, establish
important aspirations and relationships
Objective setting
Creating an investment mandate aligned
to your objective
Goal mapping
Projection of the investment journey and
potential scenarios
Implemention
Guidance on entry strategy & portfolio
scenarios
On-going adjustments
Adjustments of investment mandate
and objective based on progressing
life stage and financial standing
Portfolio review
Progress tracking of investment journey &
action plans in all market conditions
Insurance
We recognize the importance of safeguarding assets alongside wealth creation, protection does not have to come with a hefty price tag. here is how we do it.
1-1 consultation
Familiarise yourself with different types
of insurance and their specific use
Determining a meaningful
coverage
How to ascertain the right coverage amount
for your needs and prevent overpaying
Buy term, invest rest
Through careful guidance and disciplined
practices, BTIR can enhance cost efficiency
and wealth accumulation
Existing insurance review
Review to ensure existing portfolio is optimum
Enjoy 25% commission rebates* if you choose to purchase any policies (except General Insurance) through us
* This advertisement has not been reviewed by the Monetary Authority of Singapore. For more info on commission rebates, please visit here
Our partners
.png){kind=logo}
& more
FAQ
Our fees typically average around 0.8% per annum. However, it's important to note that the exact fee can vary based on financial planning needs.
No, our discovery meeting is not chargeable. During this meeting, we aim to engage in a conversation to better understand you and circumstances. It serves as an opportunity to determine if our services align with your needs and if it is befitting for us to work together towards your financial goals.
ILPs are not a financial instrument we advocate. Our philosophy revolves around the belief that insurance should primarily serve the critical purpose of safeguarding your financial well-being.
Expect lifelong, meaningful conversations. We start with a discovery meeting, initiating a dialogue that delves into your ambitions and financial circumstances. With this understanding, we craft a tailored investment plan to guide you toward achieving your goals.
Click here for a more detailed understanding of our Client Journey.
We have unwavering confidence in the capacity of the markets to yield substantial long-term results to build wealth. Our investment strategies are driven by quantifiable data and we rely on empirical evidence and thorough research to inform our investment choices.We advocate for diversified portfolios tailored to different risk tolerance levels. This approach spreads risk and optimises opportunities, aligning with our commitment to personalised financial planning.
When you purchase an insurance policy, insurers typically compensate distributors like us with a commission. In the case of our services, we offer a unique benefit to our clients. We commit to rebating 25% of all gross commissions received from your policy back to you.It's our way of providing you with added value and transparency in your insurance arrangements.