for your loved one
Leave love, not debt
It’s important to keep yourself and your loved one protected.
What happens if you're not around, only left your loved one carry on the life they have, all your consolidated debts and living cost.
What else can you have done more, to give them a life that's not affected by you?
Let's find out what's your
gap and how much is sufficient to cover?
Business risk management
A good risk management helps with preventing unexpected large expenses.
As a business owner, protecting your business interest should be your chief priority.
Solutions as such could solve your worries:
Public Liability, etc.
Let's find out what's the potential risks that your business might face?
for your child
One sow and another reaps
As parents, you think
the best thing you can do for your children is to encourage them to go for school and get a good education.
Hopefully, that will help them land good jobs with higher earning power. But that’s an expensive goal.
Would you rather save up and earn interest, or borrow money and pay the interest?
Retirement Planning for your Golden Age
Failed to plan, plan to fail
Share with me what kind of retirement life you wish to have, and learn to set up
Capital guaranteed portfolio, hedges against inflation
Guaranteed stream of passive income
for your Future Generations
Wealth Preservation &
Ultimately, we wish to give your future generation a better head start with the wealth you have created and preserved.
But how can you ensure your wealth to be smoothly transferred to your desired beneficiaries in a tax-efficient, timely manner way?
Black Box Analysis (BBA)
Do you think that you are overpaid your insurance?
By using our own unique tool, BBA, I can guarantee
3 outcomes for you,
Same premium paid with more coverage.
Lesser premium paid, with the same amount of coverage.
Lesser premium paid, with more coverage.
Joe always keen to help me out with my questions related to financial planning and policy. He is polite, fast in responding and patience. His youthful attitude and cheerful way of responding make you feel positive too when having a conversation with him.