Services for
Corporations
Business Wealth Analysis
- Corporate Insurance Comparisons
- Employee Benefits & Claims
- Business Continuity Planning
- Business Succession Planning
- Corporate Tax Planning
- Corporate Funds Investment
- Corporate Seminars
SERVICES
CORPORATE INSURANCE COMPARISON
We can locate you an insurance package for your staff that is most suited to your needs using our thorough comparison analysis tools and access to more than 30 insurers.
EMPLOYEE BENEFIT & CLAIMS
Employee benefits insurance allows your employees to get payment for medical expenditures. This safeguards your employees' and their families' financial interests in the event of illness or injury. Outpatient, dental, personal accident, and term life insurance are typically included as part of a company's employee benefits package. You can choose between a packaged plan and a personalised plan, depending on your needs.
BUSINESS CONTINUITY PLANNING
The process of developing a framework for preventing and recovering from potential risks to an organization is known as business continuity planning. In the event of a crisis, the plan ensures that workers and assets are protected and that operations can resume rapidly.
BUSINESS SUCCESSION PLANNING
Succession planning is a method of transferring leadership duties, such as firm ownership, to an individual or group of employees. It's also known as "replacement planning," because it guarantees that firms keep running efficiently after key employees leave for new opportunities, retire, or pass away.
CORPORATE TAX PLANNING
Tax planning is the review of one's financial status from the perspective of tax efficiency in order to plan one's finances in the most efficient way possible. Tax planning is the process of maximizing the use of various tax exemptions, deductions, and perks in order to reduce a taxpayer's tax liability over the course of a fiscal year.
CORPORATE FUNDS INVESTMENT
Corporate investing is the process of investing your company's profits or surplus cash rather than drawing it as income or keeping it in cash bank accounts. It's also a means to take money out of a firm in a tax-efficient manner when it's not meant to be used as income.
CORPORATE SEMINARS
More than 300 wealth management seminars have been delivered by us to a variety of institutions including Ministries, Statutory Boards, Unions, Country Clubs, and Multi-National Corporations. To help both management and staff keep up with recent changes and advances, our seminars provide acute insights and intriguing perspectives on wealth management. According to testimonials from participating organisations, our seminars are assured to be instructive, stimulating, and participatory. Furthermore, a complimentary lunch or dinner will be served. All of these are available on-site at your business or at a location of your choice provided by us.
VARIOUS TOPICS TO CHOOSE FROM:
CPF & You
There are two things about CPF that never changes. One, it is here to stay. Two, it always changes. Keep abreast with the latest changes and keep ahead of how to optimise it as a cornerstone of your retirement plans.
Planning For Your Golden Years
You have worked hard all your life, waiting for these days to come. Will what you have painstakingly built up be sufficient? What can be done to ensure your retirement years are truly golden? If retirement is near, what are the strategies and solutions that can be implemented to truly maximise your retirement funds?
Navigating the Insurance Maze
We are so confused with so many different types of insurance policies in the market, which one to choose?’ - concerns raised by many of our clients. Learn more about what kind of insurance policies you already have in your portfolio and how to optimise your insurance dollar to lessen risk exposure in different life stages. Saving dollars by making sense of it all !
Money at Work...
Markets rise. Market falls. Learn all about the intricacies of investments and how to make your money work harder for you. Stay updated of the latest in the financial markets as well as the main strategy of ensuring your money can work hard for you in the long term through proper asset allocation, diversification and dollar cost averaging!
"Will" You Still Love Me Tomorrow?
A legacy or liabilities? What do you want to leave behind for your beloved ones should you forget to wake up one day? We WILL show you the ways of preserving your wealth before distributing it in a systematic manner. Time WILL heal the pain; financial freedom eases the process for your loved ones.
Lasting Power of Attorney
Your Will takes care of your concerns when you are no longer around. The LPA takes care of your concerns when you are still around! The LPA will provide for someone to make decisions on your behalf should mental incapacity sets in. This will allow your trusted loved ones to take care of your general well-being and financial matters with ease. Understand how this legal document can be implemented to allow you to appointed a trusted loved one to take care of your needs when you most need it!
"The talk was well-received by our members. It had certainly enlightened us and made us more aware of various financial pitfalls and on the needs for personal wealth planning. The feedback from members on the talk was receptive and informative. We certainly look forward into possible future seminars/workshops of a different context.”
SMRT Corporation Sports and Recreation Club
Cheok Ban Heng – SCRC Committee Chairman
“Our colleagues have greatly benefited from these talks. They are now more aware of the benefits of commencing financial planning early and are also better informed about the differentMedishield plans available in the market. Not only are the talks educational, you have captivated the audience’s attention with your use of relevant anecdotes and personal experiences. We would like to, once again, express our sincere thanks to you and your team for your efforts in bringing the talks to our colleagues.”
National Environment Agency
Goh Kah Bee – Head (Human Resource
Development), Human Resource Division
“Thank you for organising the Estate Planning talk for us. The talk was very beneficial and enlightening to our staff. The speaker was well prepared and made the talk easy to understand. We look forward to more talk soon.”
Singapore National Eye Centre
Glenda Leong – Information Services Manager
“These talks have been very well-received by our employees. It has certainly served to make our employees more aware of the need for making a will and also to carry out financial planning in order to provide for life eventualities and lessen the burden of the families and loved ones upon the demise of an employee. Not only have the talks been very made very educational but they have been made more interesting by the use of anecdotes and actual experiences.”
Singapore Technologies Kinetics
Yeap Khek Teong—Vice President of Human Resource
