營業時間

  • 星期日

    上午9:00 - 下午10:00

  • 星期一

    上午9:00 - 下午10:00

  • 星期二

    上午9:00 - 下午10:00

  • 星期三

    上午9:00 - 下午10:00

  • 星期四

    上午9:00 - 下午10:00

  • 星期五

    上午9:00 - 下午10:00

  • 星期六

    上午9:00 - 下午10:00

公司資訊

Providing business and financial solutions ranging from diversification of investment portfolios, comprehensive risk planning via insurance, will writing, setting up of trusts, AMDs and LPAs, mortgage refinancing and private banking services. 2020 Million Dollar Round Table and 2020 International Dragon Award Qualifier

團隊組成

Hannah

熱門服務

服務項目照片

Investment Planning

90 分鐘

Investing vs Trading? REITS or Unit Trusts? Banks or online platforms with lower fees? How much do we really need to say that we are financially free? Let's not leave it up to fate or guesswork, but calculate it with a scientific methodology

服務項目照片

Risk Management Planning

90 分鐘

Is Insurance really a scam? What do all the different types mean and how do I know what's suitable for me? Does the company i buy from matter? Why does everyone say to buy it now and not wait? Let's discuss and separate the truths from the myths and

服務項目照片

Business Owner Planning

90 分鐘

How can aspiring business owners "failproof" their businesses and grow their assets faster aside from just the bottom line? How does proper succession planning and estate planning make a business grow from SME to Mega corporation?

服務項目照片

Have a Chat With Me

60 分鐘

If you have something specific to ask or just want to drink BBT with me!

服務項目照片

1M65 Pros and Alternatives

90 分鐘

Subscribe to the 1M65 of 4M65 Movement? Learn how to use CPF and your own money most effectively while still being able to buy property, afford children's education and leave a legacy for future generations

服務項目照片

Financial Annual Review

90 分鐘

Book a time with me here for your annual review!

服務項目照片

Estate Planning

90 分鐘

A financial plan is not complete without having a proper distribution plan. Thinking of doing a will or trust? Doing one without much process may lead to potential problems later. Speak to our certified Associate Estate Planner today to know what are

服務項目照片

Family Financial Planning

90 分鐘

Getting married, starting a family or having your first child? How do finances play out in the midst of additional roles we take on in life? What are the Optimal Savings Ratio and Optimal Retirement Income Ratios to have to secure both our future and

服務項目照片

Entrepreneurship Coaching

90 分鐘

Let's meet over coffee to discuss where the weaknesses and strengths in your business lie and come up with a strategy to take your business to the next level!

服務項目照片

Birthday Celebration!

90 分鐘

評論

18 客戶評論

留下好評