Our Vision
To be a dominant financial advice business in our community, offering quality advice and continue service to clients who aim to achieve their personal financial goals.
Value Proposition
People
| Our Staff
Kwai Ping Siu |
||
|---|---|---|
| Mei Yee Too Personal Assistant
|
Ting Fong Cheng IT consultant
|
|
Services
We help people make decisions on providing family with financial security and addressing their financial needs. Our services are:
- Personal life insurance, trauma, income protection & total permanent disablement,
- Superannuation for individual and company
- Managed investment, Retirement planning,
- Business key-man insurance and buy & sell agreement
- Assist clients with estate planning, SMSF, general insurance and mortgage solutions
We had assisted our clients with over $5 million life insurance claims and delivered life insurance payouts to whose individuals and families who secured their future.