Financial Focus

Planning For Your Desired Lifestyle...

We are always looking forward to develop long term strategies with you to assist you in achieving your dreams, goals and desired lifestyles. Should you need any of our services, please feel free to contact us. To know more about us, you may click here.

 

Our Services

We provide:

 

  • Comprehensive Financial Review (i.e. a full review of your current financial well-being which include your insurance, investments, debts, etc.) 
  • Mortgage Refinancing 
  • Risk Management (i.e. Life Insurance, Disability Income Protection, Personal Accidental Coverage) 
  • Medical Insurance (i.e. Dread Diseases Protection, Hospitalisation Insurance) 
  • Personal Savings & Investments  (i.e. CPFIS Investments, SRS Investments, Alternative Investment Schemes)
  • Child Tertiary Education Funding 
  • Retirement Planning 
  • Distribution of Wealth (i.e. Wills, Trusts, Nominations, etc.) 
  • Business Succession Planning (i.e. Keyperson Insurance, Guarantor Protection, etc.) 
  • Corporate Employee Benefits (i.e Group Term Insurance, Corporate Medical Benefits, etc.) 
  • Business Reserve Investments 
  • Personal Asset Protection (i.e. Home Contents Protection, Motor Vehicle Insurance, Travel Insurance, etc.) 
  • Commerical Insurance (i.e. Commerical Property Protection, Workmen's Compensation, etc.)

 

For enquiries, please click here.

 

Our Partners

Mortgage Financing

  • DBS
  • OCBC
  • UOB
  • HSBC
  • Standard Chartered
  • MayBank
  • RHB Bank
  • Commonwealth Bank

 

Life Insurance

  • AIA
  • Aviva
  • AXA Life
  • Friends Provident
  • HSBC Life
  • Manulife
  • NTUC Income
  • TM Asialife
  • UOB Life
  • Zurich International Life

 

General Insurance

  • ACE
  • AIG
  • Allianz
  • AXA General
  • Liberty
  • Mayban
  • Mitsui
  • MSIG
  • NTUC Income
  • QBE
  • Royal & Sun Alliance
  • Tenet

 

 

Fund Managers

  • Aberdeen Asset Management
  • AIG Global Investment Corporation 
  • APS Asset Management
  • AllianceBernstein
  • AXA Wealth Management
  • BNP Paribas
  • DBS Asset Management
  • DWS Investment 
  • Fidelity Investments
  • First State Investments
  • Fortis Investments 
  • Franklin Templeton Investments
  • Fullerton Fund Management
  • Henderson Global Investors
  • HSBC Global Asset Management
  • ING Investment Management
  • Legg Mason Investments 
  • Lion Global Investors
  • Prudential Asset Management
  • Schroder Investment Management
  • SG Asset Management
  • UOB Asset Management

 

Investment Platform

  • iFast
  • Navigator