SERVICES

I (Hock Beng) help individuals, families, SMEs, and financial consultants to be better prepared for financial resilience through wisdom-driven “HEARD” advisory skills. This authentic skillset provides clarity, balanced, focus, and confidence that generate consistent performance result in challenging times.

Estate & Legacy Planning

Sign up for our FREE DIY Estate Planning Risk Assessment to know if your affairs are in order before you pass on.

Need more help?
My trained consultants will iron out the intricacies of
estate planning for you.

Retirement Planning

It’s vital to build a decent nest egg that will allow you to meet your financial commitments in your golden years.

Explore my FREE Retire Income Solution Analysis to estimate how much you would need to save for a comfortable retirement.

Wealth Planning

Do you want your hard-earned income to work even harder for you?

To gain a better knowledge of your risk preferences and grow your money safely, get a FREE Risk Profile Analysis Assessment now.

Wealth Planning

Do you want your hard-earned income to work even harder for you?

To gain a better knowledge of your risk preferences and grow your money safely, get a FREE Risk Profile Analysis Assessment now.

People Developer (Mentorship Program)

Do you want to advance your career in financial advisory?
Your success is inevitable if you have the right skill sets, mindset, and actions.

Check out our MENTORSHIP ROADMAP MINI-PLAYBOOK here and get in touch with my team if you have any questions about the program.

Education Planning

Tertiary education is pricy, hence you would need to plan ahead for your child’s education as soon as possible.

Feel free to have a non-obligatory chat with me today.

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