Our Services
What matters to you and who do you care for? This is the cornerstone to understand your purpose in life and build your future.
The journey of financial planning begins with our state-of-the-art Financial Health Review and Business risk review process. Each of our conversant and amicable finiancial services consultants will walk you through our comprehensively tailored process to kick start your journey to achieve your goals in life.
Financial Health Review
The AIA Financial Health Review aims to help you identify your financial needs and assist you in making informed decisions.
Our FSCs (Financial Services Consultants) are trained professionally to analyse your situation and recommend suitable solutions that meet your objective(s).
Our financial services consultants also collate, summarise, and consolidate all insurance policies from different companies for your finance management portfolio. They specialise in:
- Personal Financial Planning
- Wealth Management
- Insurance
- Estate Planning/Funding
Business Risk Review
Business landscape has evolved tremendously and we are operating in today’s environment that we are facing with challenging risks from all perspectives. In order to safeguard your interests while aligning with your business strategies, it is our forte to help your organisation to mitigate the risk exposure so as to protect your profitability and sustainability.
