Avril Yap

Group Agency Manager

Zoe Tee

Agency Manager

Lena Low

Agency Manager

Lua Li Joo

Agency Supervisor

Cherry Hoh

Agency Supervisor

Ivy Tan

Agency Supervisor

Fam Wei Yun

Agency Supervisor

Grace Choong

Agency Supervisor

Sarah Lee

Agency Supervisor

Elys Ng

Unit Trust Consultant

Rafidah Farhana

Unit Trust Consultant

Joyce Tan

Unit Trust Consultant

Pamela Lee

Unit Trust Consultant

Tee Zhi Xin

Unit Trust Consultant

Mohd Zoehairi

Unit Trust Consultant

Self growth

We strive for personal growth in all areas leading to confidence, maturity and professionalism

Strong Values

We cultivate and build strong values that will guide all our beliefs and actions in work and family

integrity

We maintain professional integrity in the face of the most adverse pressure to compromise

Equality and Unity

We treasure equality amongst everyone and hold dear to unity as a group with the same goal

For our consultants

We aim to:

Build dynamic and visionary group leaders who have a strong desire to be successful in the financial planning industry

Groom these leaders to be Group Agency Managers.

Be result oriented with a focus on self growth and strong values.

Build excellence in habits

Add value to people's lives 

Contribute to society. 

Build people up, support and encourage.

Focus on each person's strengths, bringing out the best in each one of them. 

Have a fulfilling work life balance.

Make money work for the consultants, instead of having them work for money.

Be united with a muhibbah spirit!

for our clients

We aim to:

Act professionally with integrity

Focus on helping clients achieve financial freedom,

Help our clients be free from debt. 

Provide holistic financial planning advice

Be ethical, putting clients' needs/interests first.