Hi, I’m Jacq.
I have been providing advisory-based services in the banking and financial advisory industry since 2011. Throughout my career, I have assisted more than 300 clients, helping them gain clarity in their portfolios and achieve their financial milestones.
What truly drives me is the deep satisfaction I feel when I grant my clients the freedom to live as they desire, free from the stress and worries that financial uncertainties can bring.
Together with my dedicated team, we look beyond mere numbers. While facts and figures are crucial, we value the personal touch even more. To us, our clients aren't just customers — they're our friends. We pride ourselves on our unwavering commitment to service excellence and our ability to foster strong, enduring relationships.
Our approach to financial planning is holistic. We delve into various areas, including insurance, investment, mortgage analysis, retirement planning, provisions for children's education fees, estate planning, employee benefits, and more. Furthermore, we offer pre-planning services for Lasting Power of Attorney (LPA) and have in-house legal counsel to assist clients with LPA and will-writing needs.
By assisting clients in consolidating their assets and providing a comprehensive overview, we ensure that they fully grasp the breadth of their holdings, whether that includes properties, REITs, or other valuable assets.
Our mission? To help each client realise their financial dreams, and to do so with transparency, compassion, and genuine care.
