Personal Advisory Services
Raymond will be with you in every step of your financial journey, built upon his sincerity and honesty, he will only recommend the most effective wealth solutions closest to your needs. The areas he can work with you are; Protecting your income, creating and growing your wealth and crafting a robust legacy for you and your families.
Financial Planning
Financial Planning is key to protecting, preserving and growing your wealth. Raymond will work with you to create realistic and effective wealth solutions based on your income, savings, net worth and priorities while bringing your financial goals closer in every step. More than just ensuring your Financial Security, Smart Financial Planning also protects yourself and your loved ones by leaving them a meaningful and enduring Legacy for multiple generations.
Income Protection Advice
Insurance plays a key role in your financial well-being, providing financial security for you and your family when it’s needed most. Our firm offers a comprehensive suite of insurance solutions provided by reputable global companies. And, to help you leave a legacy for your loved ones and your generations to come.
The three main types of insurance we offer are Life Insurance, Health Insurance and Personal General Insurance. Life insurance provides you and your family financial security against unforeseen situations and also serve as a wealth accumulation and distribution tool. Health Insurance ensures your savings will not be depleted by medical treatments due to accidents, medical emergencies or critical illnesses. This ensures you can receive quality medical care and treatment while protecting you against permanent and temporary loss of income due to your inability to work. Personal General Insurance protects you against theft, loss, or damage to your valuable possessions and assets.
Raymond will do a detailed analysis of your financial well-being and lifestyle preferences. He will also help you look into your Medisave, Medishield, and your existing coverage before proposing any value-added advices and recommendations.
Investment Advice
Raymond worked closely with his investment team to provide you with the latest uptrend in the market. Equipped with the state-of-the-art technology in Fintech, our robust system will help you achieve your intended aspirations effortlessly. Raymond will work with you to understand your risk appetite, financial goals, and investment timeframe.