Our clients tell us that we are very different from other financial advisers and wealth managers that have approached them in Singapore and Asia. What makes us different is that we focus on your goals and objectives, rather than just trying to sell you a product. All advisers can sell you a pension plan or investment fund. Hardly any, however, can be bothered to take the time to consider the bigger picture.
We work as a team and that also makes us different. As well as the relationship you will have with your Financial Planner, you can also take comfort that behind the scenes a team of experienced individuals are working together to help you to achieve what you want. Whenever necessary we work with other professionals to find suitable solutions for your case and our administrative staff takes care of all the tiresome paperwork.
We are also very accessible. We do not insist that you come to see us at our offices, although we always welcome clients who prefer to have their meetings with us here. However, we appreciate how busy expats tend to be, so make best use of the telephone and email to stay in touch. We want to be available when you need us. We know that you will value our opinions and we are always happy to have a conversation with you.
In order to determine the best solution for you, meet with one of our advisers, who will asses your current situation, or issue that you want addressed, and will construct an effective affordable solution specially tailored to fit your needs.