at Different Stages of Life
Personal Insurance Singapore
Protection planning is the foundation of a holistic and comprehensive financial plan. It’s essential to go through a detailed fact-finding process which will allow us to identify the financial impact to you and your family when an adverse event arises (Pre-mature Death, Illnesses). We plan out bespoke solutions to protect your income using our tailored strategy.
All different life stages bring about different challenges and needs. From buying your first home, your first car, children’s education to your very own golden retirement nest egg. With our extensive knowledge and experience, we help to design and structure actionable strategies to achieve your goals.
We also give our clients peace of mind, by ensuring that their dependents are taken care of, in the event of their demise. Our financial consultants who have been trained in Estate Planning can assist to direct their clients to the appropriate professionals who manage Wills & Trust for asset transfer and asset preservation. We structure Universal Life policy to facilitate liquidity, enlarge an estate to create a meaningful legacy for their families