Organisation
UPG Wealth Advisory
Designation
Registered Financial Planner
MFPC No.
M30012815
Professional License Planner (Association)
MFPC
Contact Information
Detailed Information
Our services :
-Family Financial Risk Management
We advise on the preparation of a family insurance scheme that suits you to protect your income.
-Mortgage Services
We offer service to assist in your mortgage loan application when you purchase your dream house.
-Saving & Investment
We plan for your long term savings for important events in your life such as savings for your children’s education needs as well as your comfortable retirement.
-Will & Trust
Create a legacy plan to preserve and distribute your hard earned wealth to your loved one safely.
-Corporate Solutions
Protect your most valuable human assets by designing a special employee’s benefits program to ensure your employee are being well insured.