// 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

What our clients say

“… what stood out with him was his providing a detailed and comprehensive plan to my retirement lifestyle instead of most financial advisers pushing plans for me to sign up…

He has helped me to understand how passive income works and how proper savings and long-term investment are much better than other short-term gains...”

Wenyang Chen

Manager, Planning and Contracts @ Bishan Toa Payoh Town Council

Bernard embodies professionalism and takes upmost pride in his work. I have no worries leaving my portfolio entirely in his hands as he provides constant updates about the performance and puts the interest of his clients first.

He is very knowledgeable in his field of work and thus, I highly recommend him!

Joey Cheang

Product Control, Treasury & Market @ DBS Bank

“… Bernard has been sharing his profound financial acumen with me professionally for 5 years now and he is a unique individual who stands out from the common financial advisor you may encounter in the industry.

Bernard has continuously displayed great professionalism in his financial advisory work and his understanding of finance and accounting is exemplary….”

Ronald Ooi

Clinical Project Manager @ ASLAN Pharmaceuticals

"... He has listening ears and thoughtful mind to advise me for the investment as well as he put me through to his contacts for me to getting advisory on government grants as well as to scaling up the company.

Highly recommended for SME in Singapore who are seeking business advisory, financial/investment planning or business advancement within Singapore and beyond Singapore to meet and talk with Bernard..."

Soleiman Oscar M Pello

Managing Director & Principal @ Dedomena Pte Ltd

"... He has listening ears and thoughtful mind to advise me for the investment as well as he put me through to his contacts for me to getting advisory on government grants as well as to scaling up the company.

Highly recommended for SME in Singapore who are seeking business advisory, financial/investment planning or business advancement within Singapore and beyond Singapore to meet and talk with Bernard..."

Costa Daniel Chua

Senior Product Marketing Manager @ OKX