We aim to earn your trust by our advice and service to live up to our tagline “Trusted Advice, Trusted Adviser”. Experience our customised advice and personalised service

Advice & Service

Investment advice is provided by our qualified and trained advisers on a one-to-one basis at our office, or at clients’ office or home.

Our company provides our advisers regular market updates and training on specific funds to ensure that they are current and able to advise their clients competently.

These updates and trainings are conducted by our in-house investment specialists and experts from the fund management houses.

Our company provides guidance on recommended funds for clients with different risk tolerance and appetite, but the final selection is left to clients as their investment objectives and horizon will differ.

Our advisers provide updates on the performance of clients’ investments on agreed intervals and also on request.

ADMINISTRATION

Our unit trust transactions are administered by either of the following:

  1. iFAST Financial Pte Ltd, a subsidiary of iFAST Corporation.
  2. Navigator Investment Services Limited, a subsidiary of Aviva Ltd.
  3. Phillip FAME (Financial Access Made Easy)

For more information on the above products and any other financial planning services, please feel free to leave us your contact details and we will get back to you.

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