EXPERTISE
MASS AFFLUENT / HIGH NET WORTH
Legacy and succession planning
Our solutions are focused on continuous customisation, designed to keep pace with your changing needs and aspirations. Leveraging world-class wealth expertise, we will help you to preserve your wealth, grow your assets and ultimately pass your wealth to the next generation. Check out our wealth management plans focused on maximising wealth creation.
Exclusive Wealth Management Solutions for the Elite by the Elite
RECEIVE A FREE GIFT WHEN YOU SIGN UP WITH US!
RECEIVE A FREE GIFT WHEN YOU SIGN UP WITH US!
Wealth Management Solutions
- AIA Platinum Retirement Elite
- AIA Platinum Wealth Elite
- AIA Platinum Legacy (IX)
- AIA Platinum Retirement Elite
- AIA Platinum Wealth Elite
- AIA Platinum Legacy (IX)
Backing of Wealth Management Powerhouses
AIA Investment Management & Our Partners
(Baillie Gifford, BlackRock, Wellington Management)
Through active portfolio and strategic partnerships with our exclusive Wealth Management Powerhouses, we focus on creating value for your every dollar. You can enjoy the assurance that your long-term financial needs and goals will be met.
Diversified Portfolios to Suit your Needs and Risk Profile
We offer 3 different portfolios across our plans – AIA Elite Conservative, AIA Elite Balanced, and AIA Elite Adventurous. Each one of them are thoroughly researched and well-diversified across a strategic mix of equities and bonds. Choose one to suit your risk profile!
Flexibility to achieve your Wealth Goals
Enjoy the flexibility to customise your investment portfolio according to your goals and cash flow needs. There’s the option to choose between Single Premium or Regular Premium contributions, and you also get the flexibility to choose the amount you wish to receive during your retirement years! The choice is yours.
Need some advice on how you can maximise your wealth creation?
Get in touch with any of our experienced Financial Services Consultants to see how we can work out a plan to achieve your wealth accumulation goals:
Eric Tan
Amy Teo
Jean Ng
Tan Chee Beng
Anthony Goh
Jackie Neo
Eddie Ng
Richard Tan
Francis Lee
Simon Ong
Serene Phung
Kelvin Ng
Lambert Ho
High Net Worth FacebookContact Us