Fulfilling Your Needs

Whole Client Model

Being client-centered entails doing what is best for the client. To accomplish this, a deep and holistic understanding of the client’s needs is important. The Whole Client Model is a process that not only results in this comprehensive understanding, but also enables maximization of the value for you.

Risk Assessment

Our products and services are specifically designed to meet the unique needs of the affluent market. Affluent clients are attentive to risk management. We have designed services to protect their valuable assets.

Affluent clients have worked hard to get where they are today, take pride in their accomplishments and have a deep desire to protect their assets. We built our coverages to exceed their expectations at a great value.

Serving as your Advocate

At different life stages, needs are ever-evolving and customised planning is mandatory to protect you and your loved ones against the hazards of life.

We are here to answer your questions and guide you in the right direction for your legacy.


Clients that I Serve

High-Net Worth Individuals

Luxury Businesses



Single Family Offices

Multi Family Offices


HNW Planning and expertise to assist you with:

    • Estate Planning
    • Corporate Solutions
    • Investments
    • Mortgage Financing
    • Personal Insurances
    • Property Insurance
    • Retirement Planning
    • Legacy Planning

    Learn the latest news in wealth management!


"To give real service, you must add something which cannot be bought or measured with money, and that is sincerity and integrity."

About Sheena Choo

Born and Raised in Singapore, Sheena epitomizes integrity, energy, hard work, and tailored services in every detail of her client's financial planning. Sheena specializes in applying her expertise and market knowledge to provide, assure and serve affluent clients in the Asia Region.

Touch Base With Me


Tampines Grande, #03-18 528799, Singapore

Let's Connect

+65 9667 7107



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