About





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My search to be a valued advisor

The Equity-Based Relationship
Most consumers see their advisors as peddlers. Our personalized practice ensures that we are also stakeholders in your future and we want to be DIFFERENTIATED. We constantly work towards a strategic lifetime partnership of TRUST with your family and business to ensure continuity in your future...

Vision

We build TRUST to be the First Class Private Banker in the Financial Services Industry to help Create, Build, Protect and Distribute Wealth in a Comprehensive, Well co-ordinate structure to avoid the 3Cs, Cost, Confusion & Conflict.

Mission

We build strong TRUSTED relationships to impact lives personally through the rigorous process of understanding what stirs the hearts of High valued people and engaging them to create crucial meaningful financial planning decisions by creatively finding ways to value add to these lifelong relationships through Biblical Principles.

We constantly adapt and find creative tools that help us understand and listen intently to you, whilst developing creative strategies that enhance your personal well being and give you confidence about your future and portfolio.

How I Have Helped Professionals & Business Owners

The scenarios given below are just a glimpse of the kind of work we can do. It's only meant to be illustrative in specific fields. The truth to planning is that individuals, families and businesses are different. No 2 plans are the same and we customized to fit your situation of life. Our approach is to have an equity based relationship with you so that we understand you as a whole, not just to give you a size 10 shoe to fit your scenario to our solutions.

There may even be a need for creativity to think "Out Of Your Box" to ensure YOUR agenda and goals are fulfilled.

 

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Equalization of assets to heirs

Security against potential uncertainties in business

Exit strategy out of business

Company legacy to continue for generations

Security against potential creditors

Reallocation of assets

Guard against lawsuit

Completion of a dream

Intergenerational transference of assets

Making a dream come true


Endorsement of advice by the Straits Times

I have been blessed with an opportunity to be quoted on the Sunday Times on 22 Feb 2009 to share my views, through my experience.

Many professional and business owners have been wondering what’s important to insure and why...

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Value Adding Articles

  1. How much is really enough to make you happy?
  2. How do you find Balance in Life and develop your Human Potential - Whole person concept


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Prestige Group, an agency unit of Manulife (Singapore) Pte Ltd, is solely responsible for the entire contents of this website. Manulife (Singapore) Pte Ltd is not responsible for and does not make any representation with regards to the information available on this website. Any direction to the website of Manulife (Singapore) Pte Ltd by this site shall not, in any manner be construed as an endorsement by Manulife (Singapore) Pte. Ltd. of this website.