I’m all about empowerment.

I believe that wealth management is beyond the dollars; It is the confidence to make good financial choices while creating meaning in life with ALL that we are given.

If you are in pursuit of gaining clarity on the blueprint of your own financial journey, attaining milestones, what customized wealth management looks like for you or
simply making your money work harder for you…

I’m here to give you that!

Hey there, I’m Adele!


“Money without financial intelligence is money soon gone”

— Robert T. Kiyosaki

WHAT I DO FOR MY CLIENTS

Income Protection

Adequate insurance coverage provides protection against financial losses & it’s a way of caring for your family because we want them to be supported even in tough times. Do you have sufficient coverage / over insured? or underinsured?

Financial Stewardship

There’s no cookie-cutter way to your financial stewardship. Walking through what is unique and important to your life stage, crafting one that makes your money work hard towards your life goals. Let’s journey through that together.

Retirement Planning

Retirement may seem a long way off, but it’s never too soon to start preparing for it. Whether it’s through saving or investing, let us talk you through the available options.

Legacy / Estate Planning

A well-organized estate is one of the most thoughtful gifts you can leave your family. Give your family peace of mind in the event that you are no longer around.

Corporate Insurance Benefits

Covered under your company’s insurance but not entirely sure what benefits you are entitled to? Find out how your corporate benefits can complement your personal coverage.

Tax Planning

Make the most of your tax relief every year, find out ways to optimise tax relief that complements your financial goals / life stage.

WALL OF TRUST

If you’ve read this far,