Here's how we can help.
You don't need to know a single product name before you talk to us. Tell us what's on your mind: your parents' hospital bills, your child's university fees, who gets the house one day, or a career that means more. We'll start there.
Four things we do, and do properly.
Each one is handled with a partner who specialises in it. Pick the one you came for and read on.
Insurance & takaful
Life, medical and critical illness cover through FWD Insurance and FWD Takaful. We look at what your employer already gives you first, so you don't pay twice.
Unit trust
Saving for school fees, a home or the day you stop working? A Principal unit trust puts your money to work over years, not weeks. Prices can go down as well as up, so we'll go through the prospectus and the fees with you before you invest.
Will writing
A will says who receives your house and savings, and who looks after your children. We arrange it with Rockwills or Createwills, qualified will-writing providers. They prepare it with you, and we stay with you through it.
Careers
Want work that helps families and grows with you? We'll train you, coach you in real meetings and stay beside you through your first 90 days. What you earn depends on your effort and your contract, and we'll be straight with you about that.
Or go straight to a topic.
Medical and critical illness cover and cover for your business both sit under insurance, and each has its own page with the questions worth asking before you buy anything. Pick a picture.
How your free review works.
Give us 30 minutes. It costs nothing, and nobody will ask you to sign anything on the day.
Listen
Who depends on you, what you're saving for, the cover you already have and the budget you're comfortable with.
Explain
Only the options we're authorised to offer, with what each one leaves out and what it asks of you.
Decide
Take the documents home. Read them slowly, show them to your spouse or that friend of yours who works in a bank, and ask us anything, as many times as you need to.
Review
A new baby, a new house, a new job. When life changes, we look at your plan again.
The honest part.
Products are provided by FWD Insurance, FWD Takaful, Principal, Rockwills and Createwills under their own terms. Cover depends on the policy terms and FWD's acceptance. Unit trust prices can go up and down, so please read the prospectus before you invest.
Not sure where to start?
That's what the free review is for. Or send one WhatsApp message to +60 11-1111 1692 and tell us what's on your mind. We'll reply, and nobody will chase you.