At the Heart of It All
At Highlife, we are dedicated to helping you realise your hopes, goals and dreams, leaving a lasting legacy for generations to come. We understand that safeguarding your values and aspirations for your financial future is deeply personal, and that’s why our holistic approach to planning sets us apart.
What sets us apart?
Success in planning hinges on interconnected parts functioning seamlessly, much like the synchronized movement of a timepiece’s numerous components. Yet, conventional planning often separates each element, ignoring their connections and potential future effects. Our holistic planning approach strategically aligns every critical component to ensure your desired outcomes.
For Peace of Mind, Long After Your Time
At Highlife Advisory, we’re driven by a sense of purpose. After all, the biggest thing that fuels what we do is why we do it.
Having worked in the industry for over 30 years, we’ve seen wishes of those who’ve passed on reach their families only to cause conflict and confusion in already troubling and grief-stricken times. Often times, family values and relationships are forgotten in favour of quickly drawn-up wills or legal documents that bring no comfort to those in need of it.
With this mind, we wanted to create a safe space for our clients to share their concerns and guide them work towards a future of financial well-being for themselves and their family. Our unique Funnel-Based Estate Planning System and connections with trusted individuals in the industry helps achieve this while ensuring the continuity of our client’s wishes long after they’ve journeyed on.
We bring our whole heart into our work, and build collaborations based on a deep sense of trust, commitment and accountability.
We care for the well-being of our people, turning Highlife Advisory into an environment of joy, support and fun.
Apart from working effectively, we pride ourselves on being able to hold true to our morals and values in an industry where ethics and excellence are scarce.
You’re in Good Hands
We prioritize helping you feel safe and empowered to make financial decisions with confidence. Our pride lies in the positive changes we bring to our clients’ lives. We invite you to explore the stories of those whose lives have been impacted by our services.
Derrick had patiently helped me assess my financial situation and objectives comprehensively and given suggestions to address gaps and drop policies which no longer serve my interests (i.e. save money!). He also follows up actively to revisit my portfolio to look to optimise it. Derrick also advised and helped with my will, LPA and cpf/insurance nominations. I feel much better working toward my retirement objectives with Derrick’s assistance.
Alan
If you're looking for a trusted partner to help you plan for the future, look no further than Derrick. His professionalism, expertise, and compassion make him an exceptional choice. Don't wait – secure your legacy and give yourself the gift of peace of mind with Derrick's estate planning services
Thomas
Amy was professional and patience, addressing our concerns. She dispenses very clear guidance how we could structure the legacy planning
Clarence Lim
Her largeness of heart in handling our little, over many years, is testament to what she holds important. My family’s needs beyond assets and numbers and returns.
Kuan
I decided to embark on my estate planning journey with Ramona and Shan because I see the value in the work that they do. They were not pushy at all, but was respectful of my decision-making process. I perceive the approach taken by Highlife through Ramona and Shan aligned with my values and views on finances. Hence I asked them for help for my estate planning.
Florence Lee
Estate planning has helped me better understand what I need when planning for my retirement, rather than just for my death only. I am now approaching retirement with a better frame of mind after taking care of my medical and financial concerns. I’m thankful for Marie: she has meticulously advised me, assured me and encouraged me through the years.
Cecilia Tham
We met several times and went through so many details – I had no idea doing a will was so complex, but now I understand that every piece of information captured ensures that my will is properly executed! I am grateful to Marie for being so meticulous and dedicated when planning my will. I highly recommend her and the agency to any of my interested friends.
Cecilia Loke
Fiona gives great advice that has alleviated all my fears, making it a pleasant and assuring experience. She was extremely patient and caring when explaining the different policies as well, helping me to think ahead. Fiona has helped both my mother and daughter, and we know we are in good, safe hands which is why we highly recommend Fiona – she will take good care of you!
Elizabeth Chan
Derrick is a true professional and carries out his role as an estate and financial planner with care and dedication. He helped my wife and I plan for our estate, facilitated the drafting of our wills, and helped review and optimize our insurance portfolio. It also helps that he has a very calming voice. We are very happy with his service!
Mr Andy Tan
My concerns before meeting the adviser included looking for a financial adviser that could relate to a foreigner residing in Singapore. Alex is very dedicated, resourceful, and focused in his area of expertise. He understood my requirements, then customized the best financial options in my best interests in a timely and paced out manner. A reliable professional that delivers timeliness. I would highly recommend Alex.
Suzanne Ong
She is very diligent in sourcing for plans that can help us to meet our needs and is very patient in explaining them to us. She helped us with our estate planning and proposed plans to meet our shortfalls…With her dedication to help her clients in every aspect, my husband and I are now assured that we have sufficient coverage to meet our lifestyle and needs.
Mr and Mrs Khoo
Cheryl is not just a great adviser & a friend but someone who truly cares for the people she connects with. Besides diving in deep on the various plans with her clients, she leads very transparent conversations & honest feedback on what works/doesn't work for me, giving me a piece of mind when it comes to important decision-making with my finances. I'm truly grateful for her professional advice, definitely a great advisor & will highly recommend her to anyone!
Jocelyn Yeo
Huishan is sweet, kind, and unassuming. Our complex financial portfolio found meaning and clarity when she reviewed them according to our objectives. With her expertise and assistance, we are now en route to our succession planning. We feel that Huishan has heard and facilitated our intentions and wishes, bringing us to a new level in better looking after ourselves and our loved ones.
Eddy & Agnes
Fabian has exceeded my expectations. While providing me with advice, Fabian would put himself in my position to understand the pros and cons of any given situation. His professionalism and sincerity has gained not only my trust, but my family’s as well.
Mohammed Ibrahim
Joanna is client-centric and takes into consideration our preferences and perspectives in her recommendations, not hard-selling any products. She is very meticulous in her research of products and highly administrative. By constantly reading up on current markets, she is also able to provide timely, valuable insights. Hence, we trust Joanna's guidance when transitioning between different life stages.
Mk, Jasmine & Family
I was introduced to Catherine Tan and instantly knew she was the one who could help with my planning. Throughout the entire journey, she was caring, patient, helpful and very resourceful. She understood all my needs and provided me with sound and effective alternatives and options.
My planning was finalised within a reasonably short period and I couldn't have done it without Catherine. What's more important to me is that other than being an advisor to me, Catherine has become a friend! Would certainly recommend people to start planning with Highlife!
Calvin Cheong
It was a very comfortable experience as Qaiser sat through with me to address my concerns and gave me various options to decide what I want. The whole procedure was very thorough and clear. Would recommend people to give it a try!
Kan Shu Ting
Huishan has been very patient and meticulous in her explanation on estate planning as well as my retirement plans. My mind is very much at ease now that I know how much money I will get should I retire. I also know the actual division of my assets amongst my loved ones after I pass on!
Veronica Ho Chiew Har
PlanSmart360
Our collaborative planning model is specifically crafted to address the shortcomings of the traditional approach, where financial and legal matters are often handled separately and disjointedly. By integrating these aspects, we ensure that our clients’ affairs are comprehensively planned in alignment with their original intentions. This cohesive approach mitigates any uncertainties arising from fragmented coordination and guarantees that expertise is applied effectively across all relevant areas.
During this process, a personalised Box of Wishes® containing a tailored assortment of tools and support is curated for each client. Working together, the Box of Wishes® serves as a comprehensive aid and valuable companion to help clients navigate in their smart planning journey across various stages of life.
An Invitation To Experience
Discover PlanSmart360, where trust forms the foundation of every successful partnership.
We’re committed to building and maintaining your trust through genuine connections and our unique collaborative planning model.
This carefully crafted approach guides you through the planning process, providing confidence and peace of mind that your financial future is in expert hands.
Tell Us More About Yourself
Peter And Susan
The Empty Nesters.
We want the absolute best for our children and grandchildren.
Paul & Pauline
Couple with Dependent Children.
My partner and I are not strangers to hard work. We work hard to give our children a good life.
Mandy
The High Flyer Single Female.
I’m an independent and empowered career woman, and take pride in supporting my loved ones.
Tell us about yourself
Are you married, single, living out your retirement? Tell us! We’re here to cater to your hopes, goals, and dreams.