Serving You Since 1975
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Wealth Manager
MAS Rep No: LSF300301048
Languages: English, Mandarin
Industry Experience: 10 years
General Insurance
With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
SMART Park
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
Managed Account (Unit Trust Only)
Individually managed discretionary investment portfolios with Unit Trusts as underlying assets, beneficially owned by individual investors.
SMART Portfolio
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
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