Sep 16 2008

Services

Published by lioninvestor

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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