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FAQ

  • Our fees typically average around 0.8% per annum. However, it's important to note that the exact fee can vary based on the complexity of the financial planning required to align with your unique ambitions and specific financial requirements. Our aim is to provide tailored, comprehensive planning that meet your individual needs and aspirations.

  • No, our initial discovery meeting is not chargeable. During this first encounter, 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.

  • Investment-linked insurance plans 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.

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    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.

  • Yes, absolutely. It's common to have multiple life goals, and each of them may require a tailored investment plan. We recognize that different objectives require different investment portfolios and personalized advisory services. Our approach is to work closely with you to align your investments with each specific goal, ensuring a comprehensive and strategic path toward achieving them.

  • No, our investment plans do not have a formal "lock-in" period. However, we strongly recommend adhering to the time horizon you have established for attaining your desired life goals. Consistency and discipline in following your investment strategy over the intended period typically yield the best results and align with our goal-oriented approach.

  • Initiating your journey with us is simple. Express your interest by indicating it here, and we will arrange a discovery call to begin the process. This initial conversation serves as the foundation for understanding your financial objectives and crafting a personalized plan to help you achieve your goals.

  • Our approach distinguishes us from robo-investing platforms. We are not solely focused on executing your investments; we are here to engage in lifelong dialogues about your evolving life stages and changing life ambitions. We firmly believe that these ongoing dialogues are vital for adapting and fine-tuning your investment plans to align with your dynamic financial journey. Our personalized, human-centered approach ensures that your investments are not just automated but also consistently optimized to meet your unique goals and aspirations.

  • 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.

    1. Stanley Ong, MAS rep code OYT100050273

    2. Isaac Tan, MAS rep code TGS300473940

    3. Cason Teo, MAS rep code TKL300486532

    4. Low Giau Kim, MAS rep code LGK300477846

    5. Aimee Tan, MAS rep code TSN200223462

    6. Tan Yong Guan, MAS rep code TYG200072950

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