Sep 16 2008
Services
Looking for an independent financial adviser (IFA) whom you can trust to provide unbiased advice on investments or insurance?
I am a MAS licensed financial adviser with Promiseland Independent, a firm which was founded in 1986. Some of the services that we currently provide are:
Simple Protection Planning
This is suitable if you need my help to:
- plan for a particular need
- do a independent review of your existing protection plans
- advise on a particular product
Depending on the scope of work, a modest fee will be charged at the onset. Part or all of this fee will be refunded if the work results in the purchase of a policy.
Comprehensive Financial Planning
A comprehensive financial plan provides a holistic view of your entire financial health. My business associate, Wilfred Ling, is one of the few fee-based comprehensive financial planners in Singapore. More information on the scope of work can be found at Mr Ling’s website:
If you want to explore the possibility of working with us, please click here to contact me to arrange for a non-obligatory discussion. There is no charge for this initial discussion.
Other than individual planning, we also work with corporate clients in the following areas:
- Employee’s benefit
- Pension plan as a tool for employee retention
- Corporate risk management
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