Solutions
Estate Planning
It determines how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.
Business Succession
It is the process of deciding who will take over your business in the future when you retire or something unexpected happens. This process is also relevant for smaller, family-run businesses to ensure the continuation of the business even after the key person has left the business.
Management in Financial Planning
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Medical expenses
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Income loss on accident, disability and critical illness.
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Retirement, education and investment planning.
LPA Lasting Power of Attorney
It is the legal authority to give someone you trust, or your attorney, to make decisions on your behalf if you lose the mental capacity to do so in the future.
(A service provided by own capacity.)
Trust
There are a few kinds of trust. It is a legal arrangement that allows an individual like you (known as the settlor) to place your assets so that an appointed trustee can administer and manage them for the benefit of others (your beneficiaries), with various advantages.
MDRT Coaching, Career Coach
Proven training with proven records.
Career direction and motivation for fresh graduate or mid-term career change.
Well equiped with license for Agency Management Training.
What Our Clients Say
Mr and Mrs Goh, Lawyer and HR manager
" I have been working with Carolyn for a number of years now and I find her a very meticulous and thorough person. She is always sincere in helping me in terms of planning for my financial planning needs. She is a very dedicated consultant that I am very happy to be able to work with.​
She identified our needs and created solutions afterwards. She is also knowledgeable in this space. Invited to a few of her events, they are also well organised and informative. I would certainly recommend her to my friends as she has the skills and service of a good consultant. "