Working Hours: Mon - Fri: 8:30 - 18:30

Financial Planning

Get real results

Engaging a Licensed Financial Advisor is like turning on WAZE to reach your destination. We invite you to meet with an advisor to discuss your needs, it’s complimentary, informative, and we think you might even enjoy it!

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We Tailored Made

Your Financial Plan

Your Financial Road map is unique to you and your specific goals, we help you develop a strategy to pursue your dream destination.

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Financial Planing

Build Dreams

We will analyze where you are financially, where you want to go, and what matters to you the most.

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Our Financial Planning Services

Personal Financial Advisory

Provides everything from wealth protection to retirement planning and will writing.

Private Wealth Advisory

Provides everything needed to maximise the wealth of individuals with high net worth.

Islamic Wealth Advisory

Provides Islamic financial products that are in compliant or close to the Syariah law.

Fee-Based Advisory

Provides a detailed report of your personal financial health to help you achieve your financial goals.

Corporate Financial Advisory

Provides wealth-enhancing solutions and non-commercial protection for corporations.

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Our Clients Feedback

The first meet-up with Mei Ying is like a wake-up call to remind me to think about my financial goals. I am 50 this year and luckily I still have 15 years to correct the way of my money management. I act according to the financial plans for the past 2 years and I am still on track now. I have more confidence to retire at 65.

Joanne Chan Mei Fong
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Our Clients Feedback

Mei Ying is my relationship manager in UOB when i first met her. She is a very responsible and proactive person. I transfer my wealth under her management after she converted to a full time independent financial adviser. My investments is doing good and I am very happy with her service.

Lim Thiam Fook
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Our Clients Feedback

Cherry did a very good job in helping me to select a prenatal insurance. I am glad to have cherry who can highlights the differences among the offerings from multiple insurance companies. I am a working mum and I really need someone who can help me to handle my finances.

Catherine
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Our Clients Feedback

Mei Ying is the only financial advisor of mine who provides regular updates on my investment. It is amazing that she is able to help me to generate a very steady stream of retirement income from my Unit trust and bond portfolio. Thank you and keep up the the good job!

Low Sooi Peng
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Need a Quick Query

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2500

Happy Clients

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50

Wining Awards

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1500

Completed Projects

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850+

Employees

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Our Blog Posts

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  • Posted by Admin
  • 28 August, 2018

Smart Tips for Starting a Business from the Co-Founder of a Cupcake Empire.

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