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a different financial planning experience

營業時間

  • 星期日

    店休

  • 星期一

    10:00 - 20:00

  • 星期二

    10:00 - 20:00

  • 星期三

    10:00 - 17:00

  • 星期四

    10:00 - 15:30

  • 星期五

    店休

  • 星期六

    10:00 - 16:00

公司資訊

Our team prides ourselves in delivering a different financial planning experience for our community by empowering people to make better financial decisions for themselves in the wealth and legacy planning through a systematic approach. Book a session with us to have a different financial planning experience for yourself!Authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G)

團隊組成

Sharleen

熱門服務

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Let's get connected!

45 分鐘

For collaborations and open discussions. 

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Financial Diagnostics

60 分鐘

There needs to be an architectural plan before a building is built. Similarly, when we build our financial future, shouldn't there first be a financial blueprint? We will deep dive into your life's goals and dreams, understand you

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Wealth Planning

60 分鐘

There are many financial instruments in the market but what might suit someone else may not be suitable for you. Before you jump into the next investment you hear people talk about, speak to us about your Optimal Investment Ratio and understand your

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Legacy Planning

60 分鐘

A financial plan is not complete without a proper distribution plan. Having a will requires a more detailed planning process of which most people are not aware of. Speak to our team of Certified Associate Estate Planners today to know the important t

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Insurance Planning

60 分鐘

Review your insurance coverage with us over a 60min session.

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