Making Financial Planning SIMPLE

We provide a comprehensive financial planning that's simple for you by:

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    Understanding your situation
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    Defining your financial goals and concerns
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    Comparing and finding the best solutions
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    Implementing solutions and conducting regular reviews

Let us do the heavy lifting for you.

Our Financial Services


Mortgage Planning

Your property loan would probably be your biggest financial commitment. Are you paying the best loan rate? We partner with banks to provide competitive rates for financing and refinancing.


Wealth Accumulation

With costs increasing year after year, are your hard-earned monies working hard for you? We'll match your risk profile and provide suitable solutions for your retirement, kid's education, general savings, etc.


Insurance Planning

What happens if you lose your income permanently due to death, disability or critical illness? We're able to replace the loss of income in those events. This creates peace of mind, for you and your family.


Estate Planning

Have you ever wondered what would happen to your assets if you're no longer around? We utilize tools like wills, policy nominations and legacy planning to eliminate any doubts.


Corporate Solutions

If you're a business owner or a HR personnel, you may want to provide employee welfare benefits. We touch on business insurances, employees' benefits and staff retention programs.

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Health Insurance


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Feeling Overwhelmed?

We understand that you're busy with your own life, your family and things you love to do (same with us). 

However, planning your finances is still a necessity.

Like the car, financial planning has many moving parts - small, big and at times, complex. If one part is missing, it will create problems.

Let us keep your car running smoothly.

Tell Others about Us

Many have found what we do to be beneficial, not just for themselves, but for those around them.

Give a shoutout to your family and friends!

Copyright 2019, SmartWealth