Services

I generally advise on insurance and investment planning.

Coming close to 10 years in the line, estate planning is gaining more attention and importance, hence requiring more awareness and education. Clients are increasingly looking into estate planning concerns, hence looking at financial planning holistically beyond just insurance and investment.

Occasionally, I attend to business and corporate clients looking into employee benefits, keyman insurance and other risk management and mitigation concerns, some of which I would work with a business partner who are more familiar in the area.

Do reach out to me for your financial planning concerns and I hope to be of service to you.