Individual Service Offerings
INVESTMENTS
Investments are a way for you to generate wealth and profit from your money. Depending on your risk appetite and personal preference, I will help you choose funds that are aligned with your financial goals.
UNIT TRUSTS
Invest in a select range of Unit trusts in one place and when you need your money, you will have full access to your investment at no cost.
ENDOWMENT
An endowment is an investment plan that allows you to create wealth tax-efficiently for a minimum 5 year term.
TAX-FREE SAVING
A tax-free saving account is an investment that allows you to save your money and enjoy the returns, tax free.