Why Choose Us

Wai & Associates > Our Services > Why Choose Us
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Building your financial plan one block at a time.

Relationship Driven

Being purpose driven is part of our core values of the team. We hope that by working with us we fulfill one of our greatest purposes in our business – to protect families through proper financial advice and planning. We ensure that everything we do, every product we recommend to our clients will take into consideration the greater purpose, on what our clients want; making sure they understand what the solution can do for them and their families.

How we plan

We believe we offer something unique in financial services. We focus on 4 key areas which covers the different phases of a person’s lifetime.

1. Create

Many of our clients start here. We introduce products that can help them increase and build their wealth for their future. Just because you just started out in life doesn't mean you can grow your wealth.

2. Protect

When a person is starting to earn and generate wealth, they seek to protect the very thing they work so hard for. In this phase we advise our clients in protecting their lifestyle, health and income.

3. Conserve

When a person is nearing retirement, their wants and needs change. We understand this and advise our clients in strategies and ideas to make their money work better for them, so that they can enjoy their retirement.

4. Distribute

Many are unaware that their wealth might not necessarily pass on to their next generation. We plan with our clients to ensure their wealth will pass on to their next generation, and not to others.

1. Create

Investments

Grow your wealth by investing in the best performing funds.

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Savings & Endowment

Endowment plans are one of the best ways to save for the future.

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Education Planning

Start an education plan to ensure your child goes to their university of choice.

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2. Protect

Life Insurance

Lump sum payment to your family in the event of death.

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Total & Permanent Disability

Advance payment payable to you or your family if unable to work due to a disability

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Accidental Death/Dismemberment

Lump sum payable in event of loss of use of limbs/vision and inability to work.

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3. Conserve

Critical Illness

Covers all 36 types of critical illnesses and payable upon diagnosis.

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Retirement Planning

Enjoy your retirement with the lifestyle you desire.

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Hospitalistion & Medical

Ensure your hospital bills are taken care of by us, not from your retirement fund.

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4. Distribute

Trust Asset Planning

Ensure your wealth passes on the next generation- how and when you want it to.

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Estate Planning

One of the ways of planning for your estate is to write a will.

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Takaful Plans available!

We understand some of our clients prefer Takaful products. Our strong partnership with AIA Public Takaful allows us to advise our Muslim clients on their financial needs. Our comprehensive suite of takaful protection, medical and investment products are fully Shariah compliant. Do indicate to us your preference when you request a quote with us!

Need some help?

We are more than happy to help you through the process. No obligations.

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