Services

We offer a full spectrum of financial planning advisory services to cater to your personal and business needs.

Our experienced and professional financial services consultants will work hand in hand with you to understand your unique situation and design a sound financial plan based on your best interests. With the support of our trusted partners, we are committed to providing you with the right solutions that will meet your needs and turn your financial goals into reality.

We Cater
To Your Personal Needs

Entrust your personal planning needs to us and count on our diverse range of solutions from our trusted partners.

startup, whiteboard, room-3267505.jpg

Solution
Your Personal Needs

Entrust your personal planning needs to us and count on our diverse range of solutions from our trusted partners.

Our selection of protection and investment solutions are designed to meet different needs across every life stage.

Health Protection

Your health is your most precious asset. To help you cope with escalating healthcare costs, we recommend solutions to help you guard against costly medical expenses and loss of income should an illness strike.

Family Protection

Although you cannot predict the future, you can be prepared for it. We help you plan ahead for life’s unexpected events, so you and your family can enjoy financial security and peace of mind.

Personal Accident Protection

The cost of an accident can be expensive. We recommend comprehensive yet flexible solutions plan that offers you 24-hour worldwide protection. It ensures you and your family’s financial security at the hour of need and also provides coverage at various stages of your recovery to minimise day-to-day disruptions to your life.

Loan Protection

To ensure your loved ones will not be burdened with your financial liability, we recommend solutions that are designed to step in and cover the remaining mortgage payments and protect you from default in the event of unfortunate circumstances.

Savings

We offer advice on different savings options to help achieve your goals at different life stages and realise your dreams.

Education Planning

We offer you options to ensure that their education funds required are taken care of without compromising on your quality of life and time with them during their growing-up years.

Retirement Planning

We work with you to develop a comprehensive retirement plan that takes care of your financial needs, so you can confidently enjoy a happy retirement during your golden years.

Investment Planning

We cater to your ambitions with an investment strategy built upon a carefully curated range of diverse investment solutions, allowing your money work harder for you by maximising returns based on your income and reaching growth objectives according to your risk appetite.
*Investment carries certain risks. You should not just rely on results as an indication of your financial needs. You should understand and familiarize yourself with any investment and the associated risks before investing. You are also recommended to seek professional advice.

Legacy Planning

We help you protect and distribute the wealth you have built, making sure that your loved ones are well taken care of with the legacy that you leave for them.

We Cater
To Your Business Needs

Nurture the potential of your business and allow us to take care of each unique business planning aspect.

business, businessman, newspaper-1031754.jpg

Solution
Your Business Needs

Nurture the potential of your business and allow us to take care of each unique business planning aspect.

Business Succession Planning

We help you establish a comprehensive succession plan for your business, making sure that the company you worked hard to build continues to thrive even when you are no longer around.

Employee Insurance Benefit

Your employees can make or break your company. We provide advice and solutions to help you take care of your people, so you are able to attract and retain the best talent for your company.

Credit Protection Planning

We advise you on solutions to protect your business against the risk of unexpected events. To provide funds for a business to service any debts in the event of the death of a key person that may affect a company’s credit lines. This will preserve your cash flow and prevent business disruptions, providing creditors, customers and other stakeholders the assurance of a smooth transition.

Some services are provided by the Financial Services Consultant personally and not by Manulife Financial Advisers Pte Ltd.