Why Regular Savings?
Regular saving is a great way to build up a lump sum.
Common investment options include regular savings, investment funds, Individual Savings Accounts (ISAs), life assurance and pension plans.
With small monthly investments, investors mitigate risk and average out the buy price of investments.
Get peace of mind at an affordable amount.
Higher education and its associated costs are rising annually. If you have children, you may have to pay higher tuition fees than today’s prices. However, you do not want to limit your child's choices nor compromise on quality. How can you save for education and reach other financial goals simultaneously?
Retirement Planning ensures you will have enough to live on, but it isn’t easy. It requires a constant review of your needs and goals. You also have to know what are the available and feasible sources of finance could work for you later on to provide you income.
We walk you through every step of the way
Meet with us to identify your needs
We first gain a comprehensive understanding of your financial situation, investment goals, and risk tolerance. Then, your financial advisor will develop a recommended investment strategy based on your overall goals.
Get a personalised plan
Your financial advisor will provide you a range of managed investments to achieve your personal financial goals and spread your funds over different asset classes and investment instruments to reduce risks.
Stay on track of the progress
Your financial advisor will constantly recommend changes to your investments according to your life stage and the volatility of the market. You can see your self-service information and investment performance on our online Portal.