20th November 2014
Building your financial plan one block at a time.
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.
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.
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.
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.Get a Free Quote!