Our Service Flow

1. DISCOVERY – This process is about understanding our client’s needs, wants, concerns, and fears in detail through a series of questions while at the same time, we will be sharing our philosophy, processes, and experience in managing our client’s wealth.

2. DIAGNOSIS – Through the 1st step, it leads us to understand our client better and helps us to be more accurate in diagnosing the current and future needs of our client. This will result in the solutions we can offer within our scope of expertise.

3. PRESENT – After cultivating a proper understanding between both parties, we will show a solutions-focused presentation to meet our client’s objectives.

4. IMPLEMENT – Upon agreement on the solutions we proposed, we will help our clients to execute the process of implementing the suitable products. This usually will include registration, selecting the proper investment products, and making transactions.

5. REVIEW – Coming on board is not final because our needs may change over time. Hence, continuous and ongoing meetings for review and alignment will be necessary to make sure we are on track. We treat this step with the same importance as managing our wealth.