HOW IT WORKS
You track your
income and expense in one app
KEY FEATURES
We bring together all of your accounts, so you can conveniently manage your finances from one place
Managing your Investments
Choosing the right type of investments that fits your risk profile can be a daunting task. Let us help by discussing the options available and to see if your current investments are well diversified and strategically invested to grow your wealth or the long-term.
Start an investment plan today to achieve your financial goals.
Creating a Savings Plan
Don’t know where you should be saving & investing your hard earned money or if you’re saving enough? Or whether you have “too much cash” in your bank account which is “not working hard enough” to beat the cost of inflation? Let’s spend some time discussing the most efficient ways to maximise your savings through.
Retirement Planning
Proper planning is an important part of making sure you’ll be financially secure throughout retirement, without to worry of outliving your hard earned income. Wherever your life stage, we can help determine the appropriate spending goals based on your assets and retirement income sources and how to optimise your available resources.
College/ University Funding
Preparing for the cost of education takes a lot of planning, and it’s never too early to start thinking about this important financial topic. We’re available to discuss a variety of methods you can use to fund education expenses, and we’ll help you make sure you can also enjoy the retirement lifestyle that you want.
Your Investment Account
Monitor your investments anytime, anywhere 24/7
Consolidated Investment Summary
View All Your Accounts in One Place
Online Statements Download 
Consolidated Investment Summary View All Your Accounts in One Place Online Statements Download Our Investment Management Service Covers
- On-going advisory and management of your investment portfolios
- Periodic review to identify opportunities to take profit, re-balance or re-invest
- Restructuring of portfolio as and when needed
Our Fees
3% (or lower) on investment amount (one-off)
1.50 % p.a. (or lower) on assets under management
Our Investment Management Service Covers
- On-going advisory and management of your investment portfolios
- Periodic review to identify opportunities to take profit, re-balance or re-invest
- Restructuring of portfolio as and when needed
Our Fees
3% (or lower) on investment amount (one-off)
1.50 % p.a. (or lower) on assets under management
Our Platform Access
Investment Platforms
Asset Management Companies
Unit Trust
Funds
Life Insurance Providers
Family Takaful Providers
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General Insurance Providers
Estate Planning Providers