Ants are creatures with little strength, but they prepare their food in the summer. - Proverbs 30 -

"Financial planning is process-focused rather than product driven."

Fabian Lau

Consultancy

EXECUTIVE
COMPREHENSIVE

Begin with a specific end in mind.

Executive comprehensive process will help structure your finances towards your intended goals while taking care of possible risk exposure to let you live life with confidence!

Suitable For

Senior executive more than

3 years in the work force

Duration

2 x 2 hours face sessions

EXECUTIVE COMPREHENSIVE
EXECUTIVE COMPREHENSIVE
EXECUTIVE COMPREHENSIVE
ESTATE
PLANNING

As you work hard to accumulate wealth for your loved ones, take steps to ensure they get it eventually with minimal hassle.

Regardless of age or net worth, estate planning is for everyone who wants to avoid cost, conflict and confusion when one passes on.

Suitable For

Singles, Parents with minor children and Retiree

Duration

3 x 2 hours face sessions

ESTATE
PLANNING
KICK STARTER ANALYSIS

This analysis includes Cash Flow Management and Budgeting to help you identify current and

up-coming expenses. 

 

You will better understand your spending pattern and ascertain your financial health in various aspects.

Suitable For

Junior executive 1 - 2 years in the work force

Duration

1 x 1 hour face session

KICK STARTER
ANALYSIS
COUPLE
ANALYSIS

It takes 2 hands to clap to walk a blissful journey together. Money matter is one of a nerve-wracking topic of discussion amongst couples.

Discover each other's perception of money through series of money assessments and build a strong financial union as a couple.

Suitable For

Couples in more than 1 year relationship

Duration

1 x 2 hours face session

COUPLE
ANALYSIS
PORTFOLIO
EVALUATION

Things change over time, so does your financial portfolio.

If you had inherited policies or acquired financial portfolio through multiple channels, bring them for a thorough screening to establish its relevancy in present day, and reduce overlaps.

Suitable For

Ownership of inherited or multiple financial portfolios

Duration

2 x 1 hour face sessions

PORTFOLIO
EVALUATION
FEE-BASED
ADVISORY

Fee - based advisory allows you to capture our knowledge on financial planning and investment advisory without implementation of any financial solutions. No commission is earned, therefore you know we operate in client's best interest.

Call in for an introductory session to understand the process and advisory rates.

Suitable For

Financial savvy individuals

Duration

1 x 1 hour face session

FEE-BASED
ADVISORY

TELEconsult for a start

Not sure how to begin? 

Arrange for a 30 minutes introductory video call with the consultant to answer your questions and understand the right fit.