We provide advisory and research services as well as arrange contracts based on exemplary life insurance fiduciary advisory practices. We take pride in bespoke face-to-face services based on our clients’ requirements.
Tailored suite of insights and wealth amassment solutions to grow your personal wealth in a safe, regulated and effective estate planning solution.
Private placement life insurance and universal life solutions for wealth protection, financial compliance, B2B distribution and cross-border asset transfers and jurisdiction compatibility. Key features include:
You retain your existing investment portfolio and strategy, while enjoying your assurance that the financial future of your loved ones is secured.
You maintain the control of the invested assets, and have the option of working with your own asset manager.
Your beneficiaries will have a choice to receive the insurance payout in cash and/or by transfer of assets, ensuring an efficient distribution of estate.
You can withdraw investment profits from your PPLI or VUL plans at your disposal,, giving you greater liquidity and flexibility.
served as Chief Business Officer of AXA Life Singapore, Sales Director of Swiss Life Singapore, CEO of Great Eastern Life Indonesia, CEO/Managing Director of NMBf Merchant Bank Fiji, Director of MBf International, Sydney (an ASX company) , Vice President of MBf Asia Capital Corporation Pty Ltd, Hong Kong, amongst others. He also founded two registered fund management companies in Singapore.
is an Actuary by training and started in the traditional space of calculating reserves, reporting them to regulators, pricing insurance products and putting all this work into a computer programme. A Fellow of the Faculty of Actuaries in UK in 2005, he worked in Prudential Scotland before moving to Singapore to work for AIA and AXA. He then ventured into risk management with Aviva and later on as the Head of Risk Management for Tokio Marine, Singapore. See Seen holds a BSc (hons) Actuarial Mathematics and Statistics (1st class), Heriot-Watt University, Scotland. He is currently involved in the strategic planning of the company.
has extensive experience in accounting, external audit, taxation, corporate secretarial and business management. He is a chartered accountant and tax practitioner by training with various professional firms. His past professional exposure in various industries contributed significantly to his corporate career development.
qualified as a Fellow of the Faculty of Actuaries in 1985, after graduating from the Heriot-Watt University in 1981. He joined Great Eastern Life Assurance in Singapore that year, where he spent 21 years. He has also served on the Council of the Singapore Actuarial Society in various capacities – Council Member, Honorary Secretary, Vice-president and President.
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