APWA - Financial Planner
Opening hours
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Sunday
Day off
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Monday
8:00 AM - 6:00 PM
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Tuesday
8:00 AM - 6:00 PM
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Wednesday
8:00 AM - 6:00 PM
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Thursday
8:00 AM - 6:00 PM
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Friday
8:00 AM - 6:00 PM
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Saturday
9:00 AM - 11:00 AM
About the company
Adapted the efficient and data-driven financial planning approach Total Portfolio Advisory, Andy Gu, an award winning financial consultant from Alpha Wealth Group, will assist you to plan to accomplish your milestones in terms of cash flow management, investment, Risk Management, Estate Planning, Tax Optimization, Property Planning, etc. Website:https://alphaprivatewealthadvisory.com/about-gu-haoranOur team
Andy Gu
APWA - Financial Planner
新加坡, 180 Kitchener Rd
Andy Gu
B.Eng(Hons), AWP, IBFQ, MDRT
Adapted the efficient and data-driven financial planning approach Total Portfolio Advisory, Andy Gu, an award-winning financial consultant from Alpha Wealth Group, will assist you to plan to accomplish your milestones in terms of cash flow management, investment, Risk Management, Estate Planning, Tax Optimization, Property Planning, etc.
Top services
Total Portfolio Advisory - First Consultation
180 min
The Total Portfolio Advisory© (TPA) approach is a revolutionary personal wealth management system that is designed to provide you with certainty in life as you are able to construct an effective financial portfolio that evolves with your ever-changi
APWA - Financial Planner
新加坡, 180 Kitchener Rd
Total Portfolio Advisory - First Consultation
The Total Portfolio Advisory© (TPA) approach is a revolutionary personal wealth management system that is designed to provide you with certainty in life as you are able to construct an effective financial portfolio that evolves with your ever-changing life’s needs through sound Asset Allocation (AA) strategies. The TPA approach is founded on two very simple and logical concepts:
(1) Employing financial accounting to evaluate and improve one’s personal financial statements; and
(2) Developing, deploying and tracking your AA Plan.
The TPA approach seeks to reduce financial uncertainties by first projecting likely life milestones with defined time horizons and financial commitments, and thereafter employ a holistic asset allocation strategy to chart out the various financial instruments and targets. Finally, these instruments are actively tracked and adjusted to ensure that the targets are on track.
Tax Optimization
60 min
We are here to guide you to optimize your payable tax by 1. Understand all tax reliefs which are applicable to you;2. Generate sufficient Passive Income to pay off your tax liabilityIf you are in ESOW (Employee Share Ownership) or ESOP (Emplyee
APWA - Financial Planner
新加坡, 180 Kitchener Rd
Tax Optimization
We are here to guide you to optimize your payable tax by
1. Understand all tax reliefs which are applicable to you;
2. Generate sufficient Passive Income to pay off your tax liability
If you are in ESOW (Employee Share Ownership) or ESOP (Emplyee Share Option), you are encouraged to take this service ASAP
Risk Management | 了解个人风险控制概念
60 min
We specialize in providing effective risk management solutions to meet your insurance and protection needs. Whether you require life coverage or advice on inheritance tax, We will offer you the right products and services to meet your and your family
APWA - Financial Planner
新加坡, 180 Kitchener Rd
Risk Management | 了解个人风险控制概念
We specialize in providing effective risk management solutions to meet your insurance and protection needs. Whether you require life coverage or advice on inheritance tax, We will offer you the right products and services to meet your and your family's needs.
Policies Review | 个人已有产品咨询
60 min
If you have any doubts about your current policies, you are welcome to have a 1-to-1 consultation to find out whether they are suitable for your financial needs based on a quantitive analyst. We are more than happy to provide a second opinion.
APWA - Financial Planner
新加坡, 180 Kitchener Rd
Policies Review | 个人已有产品咨询
If you have any doubts about your current policies, you are welcome to have a 1-to-1 consultation to find out whether they are suitable for your financial needs based on a quantitive analyst. We are more than happy to provide a second opinion.
Money makes Money Consultation | 投资、理财咨询
60 min
The right investments can offer real opportunity to grow your wealth and protect it against inflation. We offer a broad range of investment vehicles to choose from, along with expert advice to help you build an appropriate portfolio. This service is
APWA - Financial Planner
新加坡, 180 Kitchener Rd
Money makes Money Consultation | 投资、理财咨询
The right investments can offer real opportunity to grow your wealth and protect it against inflation. We offer a broad range of investment vehicles to choose from, along with expert advice to help you build an appropriate portfolio. This service is to mentor you to take advantage of a doable method to make your money work hardest for you!
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