Mission & Vision

Our Vision

To be a leading and respected financial services brand in any country of presence so as to be recognised as the 'preferred and chosen' partner - for our clients, advisers, product providers and the community. 

Our Client Mission

To be the financial life partner of our clients, delivering quality financial advice and solutions that are tailored to the needs of our discerning clients.

Our Corporate Mission

To deliver profitable returns for our clients, advisers and the company. To partner with the best advisers, providing the framework and support for them to build rewarding and sustainable businesses.

Our Values

These are the values that guide us as we pursue our vision and perform our mission. These values are described by the acronym PIAS.


To set the professional standard for financial advice in Singapore.


To do the right things.


To take ownership.


To capitalise on our individual abilities to achieve shared organisational goals and visions.