We are a partnership of Financial Consultants who provide professional financial services to our clients. The existence of the Agency is based fundamentally on three main values – Unity; Professionalism; Success.
Our Vision
To be the choice agency for financial planning, where honesty and integrity is key to our advice and recommendations. To continue to do good, and do right, so as to change the perspective of every individual we interact with, one life at a time, to uphold the professional image of our noble profession.
Our Mission
To promote a continuous learning culture where advisors are knowledgeable and up to date, and to create a platform for development, providing a safe environment for growth and a space where everyone is successful, yet giving. To promote a culture of MDRT and the Whole Person concept, where everyone seeks to achieve balance in all aspects of their lives. To be the change maker, to take action and be the change we want to see.
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Industry
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Financial Services
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Company size
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51-200 employees
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Headquarters
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Singapore
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Type
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Self-Owned
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Founded
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2014
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Specialties
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Financial Planning, Retirement Planning, Wealth Management, Investments, Tax Planning, Financial Literacy, Insurance, Endowment, Corporate Insurance, and Employee Benefits