For Our Clients
Entrust your personal planning needs to us and count on our diverse range of solutions from our trusted partners.
01.
DIRREECT™
DIRREECT™️ is an exclusive 8-prong approach developed as financial planning strategy to address the needs and concerns of our clients.
- Debt Management Planning
- Investment Planning
- Retirement Planning
- Risk Management Planning
- Education Planning
- Estate Planning
- Cash Flow Planning
- Tax Planning
02.
9W's of Wealth
9W™ addresses the different life stages of our clients. From Wealth Creation to Wealth Accumulation during the working life to Wealth Preservation when near retirement to Wealth Utilisation during retirement to Wealth Transfer to our loved ones and thereafter Wealth Distribution upon death with the objective of Wealth Protection against creditors of the deceased and beneficiaries, Wealth Equalisation to ensure our loved ones get about the same with our Wealth Enhancement strategy.
03.
Services to Individual
Regardless of your life stages, we understand your needs and concerns. From a juvenile to adult to retiree, we have experiences to understand your needs and offer solutions to suit your needs. Our solution includes:
- Headstart for juvenile
- Education planning
- Investment planning
- Income Protection
- Disability Protection
- Medical Protection
- Retirement Planning
- Estate Planning
04.
Services to Business Owners
From sole proprietor to partnership to pte ltd company, we understand the needs and concerns of business owners. We are able to cater solutions to ensure that you can have peace of mind to focus on growing your business. Our solution includes:
- Business Succession Planning
- Credit Protection Planning
- Deferred Compensation Planning
- Keyman Protection Planning
05.
Services to Muslim
We have special interest to assist Muslim to distribute their wealth in accordane to the Syraiah Law and their preference.