Services we offer
Financial Planning
Build a well-diversified portfolio with guidance from our advisers. We help you align your investments with your goals, risk profile and time horizon, so your money can work harder for you over time.
Retirement Planning
Plan for the retirement lifestyle you envision with tailored strategies that bring together savings, investments and protection. We work with you to estimate your future needs and design a roadmap towards a comfortable and sustainable retirement.
Estate planning
Structure your estate and wealth distribution according to your wishes, so your loved ones are cared for with clarity and peace of mind. Our associates work with professional partners to help review wills, trusts and other arrangements in line with your family and business needs.*
*Estate Planning Service is provided by PFP Legacy Singapore, a sister company of PFPFA Pte Ltd.
Doing our best to ensure the continuous success of our group by putting the interest of our clients and associates at heart.
Our Ethos
Becoming the best PAL that provide the most comprehensive advice and best value-added services to our clients.