我们的定位：
-
我们为个人和企业提供中立,专业、一站式全方位的金融咨询服务,提供客户优质的财富管理和财务规划解决方案。
-
保险板块(Insurance sector)
-
投资板块(Investment sector)
-
传承板块(Estate planning sector)
-
我们公司的业务伙伴️：
-
19家寿险公司
30多家普通保险公司(意外险、火险、工程险、汽车保险、旅游险等等）
4家基金交易券商平台(Havenport, iFAST奕丰, FAME, Navigator)
70多家国际和本地基金公司(1000多只全球市场基金)
16家房贷银行(房贷推荐)
2家家族信托公司(推荐) -
FIT 财务规划，量身定制，财务健康，财务自由 F: Financial Service财务服务 (理财规划、投资咨询) I: Insurance 保险 (代理19家寿险公司,多选择、有对比) T: Transfer of Estate (Referral) (财富传承,家族信托、遗嘱等服务)
01
Insurance Sector
I'm here to help you make sure you have the right coverage for the right amount of money.
02
Investment
We offer a wide range of investment solutions, including stocks, bonds, mutual funds, exchange-traded funds, and more. Our advisors will work with you to understand your risk tolerance, develop an asset allocation plan, and create a diversified portfolio that is aligned with your financial objectives. With our expertise and resources, we can help you make the most of your investments and reach your long-term financial goals.
03
Estate Planning Sector
Estate planning is an important part of financial planning. Our financial advisors can help you create a comprehensive plan to ensure your wishes are fulfilled and your assets are protected. We will discuss your goals and create a strategy that works for you, including wills, trusts, and other important documents.
04
CPF
 |  |  |
|---|---|---|
 |  |  |
 |  |  |