// Services
Tailored solutions
Our success has been achieved by providing effective and high-quality tailored financial solutions for our clients in a highly suitable and professional manner.
For Individuals
We carefully help you plan and maintain your ideal lifestyle. Our goal is to help you secure a better life for you and your loved ones in good time.
For High-Net-Worth
Protect your assets and secure a lasting legacy with us. Let us help you inspire and empower your future generations with peace of mind.
For Business
Get liability coverage that is crafted unique to your business needs. We help you minimize the potential risks so you can focus on growing your business.
// About Bernard Foong
ACCA Affiliate, CFP, IBF Qualified
Bernard is widely known as a professional licensed financial adviser representative with “3 degrees” – engineering, accounting and law. He believes in adopting an interdisciplinary approach towards managing wealth, especially for sophisticated clients who may prefer an integrated solution rather than bite-size piece-meal advisory.
Prior to joining the wealth management industry, Bernard was exposed to various accounting functions including audit and accounts management…
// Why Choose us
Our Winning Client-centric Approach
Pre-engagement
Our aim is to provide you with a multifaceted and multigenerational approach according to your goals and challenges.
Engagement
This is where we dive deeper to provide your with a tailored solutions and put plans into effect.
// Testimonial
