Our Track Record

Since our birth in 2009, we had the privilege of working with many Ministries and Statutory Boards, Educational Institutions and even a leading bank in Singapore. Through our wealth management workshops, we help lead the way in preparing their staff from different life stages and backgrounds, for a financially secure future, so that they can ultimately plan for a gracious retirement and consider re-employment to live their life purposefully.

We also partner our clients in organising retreats, orientation programmes and other staff engagement related programmes.

As part of community outreach, we have conducted financial related workshops and Finishing Well talks for the public and members of our partner organisations which include various NTUC units, Securities Investors’ Association Singapore (SIAS) and Focus on the Family.

We take pride in exceeding the expectations of all of our clients. Contact us today if you would like to know more of who we have trained.