This would involve major financial diagnostics, akin to a comprehensive medical examination conducted by a medical doctor. It ‘X-rays’ your current financial situation to identify your deficiency and any mis-alignment of your achievements to your life goals. In emphasising psychological security as ultimate gain from the consultation, a well-crafted financial road map taking this into consideration would be presented to you. It would not only provide you direction and meaning to your financial decisions through pragmatic action plans, but it would also serve as an embarkation of an ongoing journey with focus on financial behaviour management and restrengthening of strategies to narrow down any gap between your financial aspirations and financial pursuits until you meet its targeted deadlines.

This life-long planning and strategies are accentuated on the concept of Financial Serenity with sound management of your finances and assets. It covers vast areas of your personal finance that affects your financial aspirations such as cashflow and liability management, financial concern for private healthcare spending, investment accumulation and last but not least, the wealth allocation for future generations and philanthropy.