It's easy to feel lost about what's happening with your finances. If you have many different financial products from many different providers, you may sometimes lose track of what investment products you've purchased, or how they have performed, what their original goals were and whether or not a product is still relevant to your needs. Or perhaps you're new to all this and have no idea how to even get started.
That's where we come in.
Our comprehensive advisory process provides you with a holistic financial plan and roadmap, one created at the start of our relationship with you and then reviewed at regular intervals – especially during the important milestones of your life.
In order to provide you with bespoke solutions, our advisers will take you through a thorough analysis of your income and expenses, assets and liabilities, net worth, property portfolio, insurance coverage, risk profile and investment preferences. We'll summarise the key components and do a gap analysis, so as to present you with a prioritised list of our recommended solutions.
We'll then schedule a discussion to explain our findings, and help you with the decisions that need to be made.
GYC Premier Client Wealth Management is a service best suited to individuals with a minimum of SGD$250,000 (or equivalent currency) in investible assets.
Come meet with our advisers to talk about your financial needs and how we can help you manage your wealth.