Impacting Lives Beyond Finance

Your Trusted Partner
in Financial Excellence

As a trusted financial advisory firm in Singapore, we believe your financial well-being is about more than just numbers; it’s about empowering you to live the life you envision. As your trusted partner, we’ll work closely with you to understand your goals, provide expert guidance, and offer unwavering support every step of the way.

Our Story

Our Strength

No. of consultants and staff
> 0

>110,000

No. of lives impacted

2 Billion+

Assets under management

Partners
0 +

The Support &
Solutions You Deserve

Confidantes for Life

As your trusted partner, we’re here to guide you through every stage with personalised support, proactive strategies, and a deep understanding of your evolving needs. Navigate life’s transitions with confidence, knowing we’re by your side.

A World of Financial Possibilities

We offer a diverse range of solutions that are designed to meet your unique needs. Backed by our strategic partnerships and comprehensive platform, we empower you to take control of your financial future and build the life you envision.

Smart Digital Tools

Harness the power of our cutting-edge digital tools, to simplify your financial management. From tracking your portfolio to staying updated on your financial progress, these tools are designed to make your financial journey seamless and stress-free.

A Community for Growth

Join a vibrant and supportive community that fosters growth and connection. Through engaging seminars, hands-on workshops, and shared experiences, we provide opportunities for you to grow—both personally and financially—in a constantly evolving world.

Hear From Our Clients

Clarence is attentive and advises me on all my financial inquiries. He regularly updates me on policy changes each year. I am thankful for his efforts for my family and me. May he excel in his career and impact more lives.
Yong Kiat, Technician Nov 2023
I like how Eunice listens to me and respects my boundaries while guiding me through the capabilities of the Merlin app. I would definitely recommend her to my friends, as she keeps an open mind and really listens to me, which I find to be very rare.
Vicente, Consultant Mar 2024
Kenneth answers all my questions regarding insurance and financial goals. He helps me set objectives to achieve my goals without compromising my current lifestyle.
Liang Sia, EngineerFeb 2023
Ben is an attentive listener who understands our current, short-term, and long-term financial needs. He skillfully recommends solutions that align with our objectives and helps us navigate the technical details of various options. His insights empowers us to make well-informed financial decisions.
Haiquan, AccountantMar 2024
I met Cheryl through a close friend from school. She is friendly and knowledgeable. She took the time to understand my financial goals and is able to articulate her ideas and advice clearly. Cheryl is always available to answer my questions and provide guidance, which gives me confidence in my financial decisions. I would recommend her to anyone looking to improve their financial planning.
Dennis Ng, ExecutiveApr 2024
Before connecting with Kai Ling, I expected discussions on investment products, but the session focused on cash flow allocation and the impact of inflation. Learning strategies to reduce expenses and increase savings is vital for my family's financial stability. The clarity and confidence I gained in financial planning are invaluable, and I believe my friends and family would also benefit greatly.
Edwin Sisante, Accountant Apr 2024
Initially, I thought Arielle was going to sell me insurance products for commission, which often makes people wary of agents. Instead, I found the financial audit to be clear and helpful. I also liked that she partners with 19 companies, providing a variety of options to cater to individual needs.
Yu Hao, Accountant Apr 2024
I am grateful to be introduced to Sandy. Her professionalism and dedication have made navigating insurance and retirement planning easy, dispelling my skepticism from past experiences with hard-selling agents. Sandy's personalized approach, clear explanations, and prompt responses have instilled confidence in her recommendations. Working with her has been a refreshing change, and I wholeheartedly recommend her to anyone seeking a trustworthy financial consultant.
Shyam Upadhya, Manager May 2024
Ryan is easy to talk to. Before our meeting, I expected Ryan to sell me products, but instead, he took the time to understand my situation. Now, I am confident about the suitability of his recommendations for me. The session was different; the process and the Merlin app were detailed and accurate in helping me plan my finances. I believe others will also benefit.
Gladys, EngineerMay 2024
Sherry has simplified my financial planning, allowing me to focus on other areas of my life. She responds promptly and provides regular updates every few months. As a pro-active and detail-oriented consultant, I wholeheartedly recommend her to friends and family.
Valerie Voong, ManagerMay 2024

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