Investment Management Service

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

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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

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

3

Investment Platforms

39

Asset Management Companies

500

Unit Trust
Funds

8

Life Insurance Providers

2

Family Takaful Providers

8

General Insurance Providers

2

Estate Planning Providers