Solutions
Wealth Management
We work with you to understand your personal situation and objectives and deliver solutions that help you both grow and protect your wealth to help you achieve your goals.
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Investment Planning | Education Funding | Employee Share Plans
Strategic Financial Advice
Creating a plan that is tailored to you starts with understanding where you are now and where you want to be. Understanding your financial and life goals and helping you take control of your financial life.
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Retirement planning | Cashflow & scenario analysis
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Expatriate Services
Whether it’s considering the requirements for departure from your home country, working with you while living and working in a new country, or preparing to repatriate home, getting the right advice can help you enhance your wealth whilst overseas.
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Pre-departure planning | Repatriation planning
Protecting your loved ones
We work with you to put in place tailored solutions that can help provide security and stability in uncertain times, protect your loved ones, and ensure your legacy is passed on to your loved ones as you intended.
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Personal Insurance | Estate Planning
Meet Shaun Maloney
Shaun is an Australian, qualified and experienced adviser now based in Singapore, after relocating with his family over six years ago. As an expat himself, he understands the unique financial challenges faced by those relocating and working in a new country.
With a focus on building long-term client relationships and providing transparent, tailored and objective-based solutions to help simplify complex financial situations, he empowers his clients to make informed decisions and confidently plan for their future.
Our Approach
We understand the complexity of life's financial decisions and work with you on your financial journey to help you define your financial goals and provide solutions to help you grow, manage, and protect your wealth.
1. Initial Chat​
​This initial conversation, whether by phone or over a coffee, allows a chance to get to know each other, discuss your situation, identify the key issues and agree on the next steps.
2. Discovery
In this comprehensive discussion, we'll take the time to learn more about your situation, what’s important to you and your family, your big goals and any concerns you have.
3. Strategy
​We'll present a clear, custom-built strategy outlining the specific actions we'll take together to help you achieve the important goals you've set for yourself and your family.
CONTACT US
Have a question, or need more information? Get in touch