Our Services

We offer a full range of financial planning services covering investment, protection, mortgages and property search services. These services, while ideally suited to expatriates, of course suit others with international needs and outlooks.

Over the years, the quality of the advice offered to our clients has attracted the top end of the market to use our services. Think of us as an independent alternative to private banking, an alternative that offers straightforward advice in a user-friendly manner.

We never hold a client's assets. We act purely as intermediaries.

We focus on building long-term client relationships, not on transactions. That's important to us because most of our new business comes from referrals from existing clients. We want you to be sufficiently happy with what we have done for you that it will become a source of satisfaction for you, in turn, to refer us to friends and colleagues.

To find out more, click any of the tabs that interest you. Alternatively, call our Investment Director, Peter Wynn Williams, in Hong Kong on (852) 2824 1083, or Daphne Ashford in Singapore on (65) 6536 0121 or click here to arrange a free consultation.