Our Client Events
Let’s Talk Health & LPA
Our Client Appreciation Day was centred around one simple belief—that true wellbeing goes beyond finances.
Together with our healthcare partner, Crawfurd Medical, we offered complimentary health screenings, educational talks by two medical specialists on gastrointestinal and colorectal cancer, and on-site Lasting Power of Attorney (LPA)applications at a specially subsidised rate.
By bringing together healthcare and financial planning, we hope to empower our clients to make informed decisions and take proactive steps towards protecting both their health and their future.
Building Income With CPF & Beyond Seminar
We invited representatives from the CPF Board to share valuable insights on CPF and retirement planning, helping participants better understand how they can prepare for their future retirement income.
The session also explored the importance of building additional income streams alongside CPF, introducing different financial planning strategies to strengthen retirement readiness and create greater financial flexibility in the years ahead.
Nanyang Kuah Si Clan Association Event
Together with our partners SimplyWills and Crawfurd Medical, we had the opportunity to engage with the community at Nanyang Kuah Si Clan Association, bringing together financial planning, healthcare, and legacy planning under one event.
Through meaningful conversations and practical insights, we aimed to raise greater awareness around planning ahead and taking a more holistic approach towards one’s health, finances, and future.