Janice Ong - Holistic Approach Towards Wealth Management

WEALTH MANAGEMENT CONSULTANT

Phone:

96437282

Email:

janice.ong@proinvest.com.sg

Hello, I am Janice

Making A Difference To Your Financial Future

As a strong advocate in financial planning, she seeks to focus on empowering her clients with knowledge and financial literacy to make better financial decisions for themselves. Her mission is to understand and provide a holistic approach towards Financial and Estate planning for her clients with personalized services such as investments, insurance and legacy planning.

Referral is the lifeblood of Janice's profession. Today, her clientele comprises of mass affluent and professionals. She works primarily through personal introductions from her clients who continuously refer their family, friends and people around them to her.

WEALTH PROTECTION

WEALTH ACCUMULATION

WEALTH PRESERVATION

WEALTH DISTRIBUTION

Reduce Insurance Cost to Free Up Cash flow

Asset Protection Strategy

Cash flow Optimization

Active Portfolio Management

Investment Strategy & Planning

Tax Efficient Allocation

Reduction in Interest Expense for your Mortgage Loan

Legacy Planning

Setting up of Will and Trust

Lasting Power of Attorney

OTHER SERVICES:

Business Succession Planning

Corporate Risk Management

Wealth Management Consultant

Associate Estate Planning Practitioner (AEPP)

Wealth Management Consultant

APEX Awards

Top 3 New Advisors

YOURS FREE:

Simple financial concepts that everyone can adopt to improve their financial situation immediately!

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PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

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Janice Ong

Wealth Management Consultant

Phone:

96437282

Email:

janice.ong@proinvest.com.sg

The information provided on this website is general in nature and does not constitute financial advice. The website can change without prior notice and does not guarantee the accuracy of information, including information provided by third parties, at any particular time.

Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.

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