Why make a family wealth plan?
Our home is the source of our happiness and gives us a sense of belonging. With careful planning, you can provide a good life for you and your family even in the event of an accident.
How will you look after your family?
In case of an emergency, your family can rely on three sources of income: 1) withdrawable deposits from your account; 2) investments that can be withdrawn in an emergency; 3) insurance claims available under the terms of the insurance in the event of an accident.
Start your financial health check
To see what to do next, first evaluate your financial situation.
Family protection insurance products (third party distributed)
Once you have created your blueprint for wealth management planning, you should take action immediately. We offer a variety of products with guaranteed returns and flexible combinations to help protect your family, and provide a solid backing for you and your loved ones.
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Want to start planning for your family's protection but not sure where to start? Leave your contact information and we will call you back within 1-2 working days.
General enquiry on personal financial related service
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You may also want to know
Managing and growing your wealth
Learn more about how to accumulate wealth so you can enjoy your life and provide for those you care about, even in the event of an accident.
Planning for retirement
A good life after retirement depends on more than just saving enough money. Consider asset protection programs to ensure safe and secure income after retirement.
Funding your children’s education
Whether you have a child on the way, or one that is ready to attend university overseas, you can plan and build an education fund to help them reach their greatest potential.
Preserving your legacy
After working hard for many years, you want to share your legacy with your loved ones. Appropriate legacy planning will allow you to distribute your wealth in a way that benefits your family.