Our Services

Our Services

What We Do

We advise our clients to put in place plans to Protect their wealth, assets & earning capability.

Over and above, we assist our clients to Accumulate wealth by constructing investment portfolio and setting up disciplined saving system.

To polish off, we organize clients’ wealth and make arrangement to Distribute their wealth according to their wishes.

Pathwise What we do
Pathwise What We Do

Why We Do

In our platform, we represent 15 Life & 17 general Insurance companies respectively.

This will empower us to assist clients to source for most suitable solution to achieve financial freedom @ Retirement.

In addition, we also represent 45 fund houses in Singapore and other services like mortgage loan, estate planning, etc.

All these strategic business partnership make us the One stop service provider for all aspects of financial planning for our clients.

How We Do

Homework – To begin, we’ll request client to prepare information to establish their current financial standing.

Engage – We engage client to understand their needs, concern and goals, for themselves and their loved ones.

Analyze – With all the information, we will analyze client current situation and the potential risk they may face while achieving their financial goals.

Recommendation – Understanding client current situation & financial goals, we plan holistically for client and recommend solutions.

Documentation – We help client to document and implement solutions, regularly review the solutions to stay relevant and in line with their goals.

Pathwise Why We Do
Pathwise What we do

What We Do

We advise our clients to put in place plans to Protect their wealth, assets & earning capability.

Over and above, we assist our clients to Accumulate wealth by constructing investment portfolio and setting up disciplined saving system.

To polish off, we organize clients’ wealth and make arrangement to Distribute their wealth according to their wishes.

Pathwise What We Do
[/et_pb_column]

Why We Do

In our platform, we represent 15 Life & 17 general Insurance companies respectively.

This will empower us to assist clients to source for most suitable solution to achieve financial freedom @ Retirement.

In addition, we also represent 45 fund houses in Singapore and other services like mortgage loan, estate planning, etc.

All these strategic business partnership make us the One stop service provider for all aspects of financial planning for our clients.

Pathwise Why We Do

How We Do

Homework – To begin, we’ll request client to prepare information to establish their current financial standing.

Engage – We engage client to understand their needs, concern and goals, for themselves and their loved ones.

Analyze – With all the information, we will analyze client current situation and the potential risk they may face while achieving their financial goals.

Recommendation – Understanding client current situation & financial goals, we plan holistically for client and recommend solutions.

Documentation – We help client to document and implement solutions, regularly review the solutions to stay relevant and in line with their goals.

Share This