I help people to make better sense of their current financial situation and recommend what actions they need to take now and in the future to ensure that all their major financial goals are achieved and all the bills get paid along the way.
For those who are not comfortable with the many risks that life brings, I endeavor to make sure that the necessary safety nets are in place.
For Corporate clients, I strive to arrange the best deals for all their insurance needs and ensure that all the bases are covered.
I can also assist in setting up employee benefit plans such as group medical, group life, corporate pensions etc. which can help significantly in recruiting and retaining top quality staff.
Specialties:
- Insurance services (Family security & welfare, Criticall Illness Cover, Keyman Insurance, Mortgage insurance, etc)
- Wealth Management, Business and Corporate Financial Advisory, Personal Financial Advisory, Retirement Planning, Estate -Planning, Succession planning.
- Offshore Saving Schemes
- Investment Plans, SIPP, Asset Protection, General Insurance, Mortgages
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