In The Financial Assembly (TFA), Wealth Management is the cornerstone of all our services as fulfilling your dreams and aspirations is our number one investment goal. Our process revolves around your circumstances, risk appetite, time horizon and most important of all, your priorities.
We pride ourselves as the market leader in delivering excellence thanks to the robust and resilient platforms that is available to all our customers. Together with our wide spectrum of investment expertise, We, in TFA, are excited and committed to walk this journey with you.
As Singapore strengthens itself to become Asia’s regional hub, we have to acknowledge that the pace of change can be challenging to many. This is not including other factors such as rising inflation, low interest rates environment and the ongoing Covid-19 pandemic, all these can deter you in making the right financial decisions and prevent you from achieving your financial goals.
Our value systems are built upon the belief that every individual should deserve professional advice for Wealth Management. We believe that all dreams are possible and the external factors regardless the severity should not hold you back. All it takes is one good professional advice to turn things around for you to reach closer to your goals.
Singaporeans has an average of 40 years to accumulate their wealth (i.e., start at age 25). Depending on the choices we make or how early we begin their personal wealth management journey, it will exponentially impact the three fundamental keys of Wealth Accumulation.
Before we get to know your money, we get to know you. The fundamental key for Wealth Management Advisory lies in the long-term relationship process we build with you. Being co-pilots in your financial journey, we map out your destination, identify the checkpoints and ensure your adventure with us will be exciting and joyful.
Our Value Proposition to our clients include:
a. Establish Financial Goals and Objectives
b. Evaluate Current Financial Asset
c. Process and Analyse Information
d. Construct and Provide Recommendations
e. Implement a Wealth Management Plan
f. Continuously Monitor the Plan
In TFA, we provide access to award-winning funds as well as exclusive funds for accredited investors.
“An Accredited Investor (“AI”) is someone who meets the requirements set out by the Monetary Authority of Singapore and has opted in to be treated as an AI by the Bank. AIs are assumed to be better informed and better able to access resources to protect their own interests.”
This privileged access enables your portfolio to have an unfair advantage over the majority such as reaching your goals earlier as it provides more opportunities for potentially higher returns and increased diversification.
With the vast expertise of financial solutions TFA provides, you can be assured that you will be getting the best plans/solutions that will cover all the gaps in your portfolio.
