• Insights & Tools

Gain The Perks of Liquidity Without Losing Returns

What you need to know about sending your child overseas to study

A Simple Way To Protect Your Net Worth

Those who suffer from critical illness will likely face it again, how to protect yourself from this?

Five questions to ask before purchasing insurance or takaful

How to boost your retirement planning

Things to do in your 30's, 40's & 50's to achieve your dream retirement

Key Insights & Updates at Exclusive Financial Advisory Series

Schroders US fund manager, overweight on US consumer discretionary stocks

Hassle-free gold investment with CIMB Preferred

Market Outlook Q4 2017

Key Insights & Updates at Exclusive Financial Advisory Series

Keeping you connected with the latest in global economies, financial markets and innovative products through seminars held periodically.

These tools are designed to help craft the most suitable portfolio to meet your financial wealth goals.

Diagnose your current financial situation to see how healthy you are in terms of savings, income, assets and liabilities


Define and quantify your desired long-term goals and identify the gap to realize your goals.


Estimate how much you’ll need to save for retirement to continue enjoying the lifestyle you have now.