OUR VALUE ADD
Business Services
Using our unique financial planning approach, we aim to help you save more, earn more and live more. Experience what we can offer, beyond traditional financial planning, by speaking to one of our Financial Consultants.
Cash Flow Financial Process
What would you do if you could free up extra cash every month? Would you set them aside for your future goals? Or spend them on worthy experiences to create beautiful memories with your loved ones? Either way, you will find that your options are widened when you have more cash on hand. That is what we seek to do with our Cash Flow Financial Process, where we identify money leaks in your current expenditure patterns and share tips on how to plug the gaps. This process not only enhances your current lifestyle, it will also prepare you for your future self.
Portfolio Optimization
When considering your insurance & accumulation needs, it is important to account for your portfolio in its entirety. Financial reviews are too often done without taking existing plans into considerations, resulting in paying too much for premiums and getting covered for too little. Creating an efficient and effective financial portfolio to hedge your risks and expedite your life goals is possible with the right approach and strategy. That is how we help thousands of clients customise a financial portfolio that meets their needs.
Personal Development
While you may have heard of gurus speak about having an “empty cup mindset” (to let go of your existing knowledge so that you can acquire new ones), have you heard of the concept of “expanding your cup”? Instead of pouring away the water you already have, we believe in expanding the capacity of the vessel that is holding the water. If you are someone who believes in investing in your personal growth; if you are someone who holds a growth-mindset, we would love to connect and add value to you through our CliftonStrengths workshops and personal Strengths coaching sessions.
Career Strategies
Are you thriving in your current career, or are you just trying to survive another day? Do you drag your feet to work and just waiting for weekends to arrive? Are you experiencing burnout from your long working hours, and feeling like you are not paid enough for your talent? We have practical tips and useful resources that have helped thousands of others like you, to move on and get ahead in your career and life. Whether it is to find your desired job, or to multiply your impact and influence (and hence pay), we think we can help you.
Recreation & Wellness
Whether you want to try out new hobbies, check out new cafes and to travel in style, we have much to offer. Through our network of partners, we support you in the various ways you choose to live your life. Seek advice from wellness professionals and take care of your physical, mental and emotional well-being; explore travel hacks that will save you money and travel luxuriously; wine and dine at hip and trendy locations and enjoy client privileges. With so much to experience but so little time to spare, we just have to start now! Check out our Client Program page!
Legal & Healthcare
To live freely and enjoy a peace of mind, we believe in taking active steps to prepare ourselves and our family members for unforeseen circumstances. Together with our medical concierge and legal partners, we will work with you to plan for your needs according to your wishes. With their wealth of experience and expertise in their respective fields, they are ready to dispense relevant and useful advice in areas of medical travel to Singapore, healthcare management, succession planning and legacy distribution needs.
OUR VALUE ADD
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Si Wei, Auditor
Yong Kang has invited me to his company's workshops and has helped me become 20% more efficient in my finances and career! He is someone who helps his clients grow in every aspect of their lives. Over the years, I have recommended many friends and family members to him.
Wei Ling, Psychologist Associate
Szeying is a trustworthy advisor who caters to my needs. I'm grateful to meet her through my younger sister. I'm sure my portfolio will be in good hands with her.
Tuan Quan, Bank Analyst
Kelly has helped me streamlined my policies and allowed me to save more while getting better coverage. This has allowed me to have more savings for leisure and investments. I also find the range of workshops offered to help clients in their lives to be very useful.
