Free Preview
$0
OVERVIEW
Curious about how we can help you plan for the future and ensure your hopes, goals and dreams are realised across various stages of life?
Get in touch with us for a complimentary consultation session. Our dedicated estate planners will take the time to understand your personal situation, and provide tailored advice and recommendations. You will also receive an exclusive preview of our unique planning approach – PlanSmart360, designed to secure your future with confidence and clarity.
Hear it from our clients.
Everything you need to know, from the people that matter.
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
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
Retired Business Owner, Family of 6
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.