We Guide You Through Every Lifestage
Our first job opens the floodgates of growth in our financial lives. With the opportunity to amply afford what life has to offer, it is also the best time to lay the groundwork of your future. While you are resting from a hard day’s work, take comfort that your money works 24 hours a day, 7 days a week. Let us partner you, ensuring you stay ahead of your peers to secure and grow your assets for what life has to offer.
Alongside marriage comes a new home, perhaps a car and vacations. These things await newlyweds as they embark on this new journey. These things can be and should be pursued with confidence leaving nothing to chance. We work with and help young families stay on top of the finances through joint planning, asking the hard questions and ensuring even if hard times do come, concerns about budgeting and monies have all been accounted for and managed well.
The sounds of tiny footsteps running around in the house is an indescribable joy for many. As our children take steps towards an amazing future that awaits, we help family’s fulfil the financial responsibility of protecting and caring for them. Be it adding protection for them to pursuing an overseas education, we’ll work with you to maximise the resources at hand so you have more to spend on the other things that matter.
There comes a time when we wish to stop work and take it easy, or perhaps become a never-tiree where one keeps working until they can’t. Both are great options, and we’ll be there with you to make sure your essentials to make this new season enjoyable are in place. Be it blind spots in healthcare needs or having a steady cashflow to enjoy our second lap, let us work together to make the golden years truly golden.
Fee Base Planning
Discover the shortest route to achieve excellence in 5 aspects of your financial portfolio through our unbiased, proven process driven advisory.
Insurance Portfolio Audit
Making sure your protection needs are on point and without excess; so you can focus on your other life aspirations in confidence.
Investment Advice
When markets present multiple opportunities and threats; we help you navigate through turbulent times to soar towards greater heights.
Will & Estate Planning
Your Life Work Is Your Greatest Legacy. We ensure all that is distributed to the right loved ones at the right time as you wished it.
- All
- Damien
- Christina
- Winnie
- Yvonne
- Lisa
- Donna
- Ulysses
- Zheng Wei
- Jonah
"I’ve known Christina for over 8 years as a friend as well as a personal financial advisor. She has such deep knowledge in insurance policies as well as finance and investment; this spans from her general knowledge to serious topics like investments portfolios.
Christina has in her own way help me understand the complex insurance plans so that I can make sound decisions on my own prior to me having to pick up the phone and call her for advise (big or small).
She has a big heart, always giving me advise on what’s good for me financially and emotionally. Our relationship has come a long way and without her, I won’t be able to plan my insurance, retirement in a good way.
It’s easy to find any insurance agent, tough to have one whom you can trust and has a holistic view of your finances.
Cheers to many more years to come!"
- Esther Tan, Visual Merchandiser
"If only there was someone that sat us down like this after graduation, our financial positions would have been so much better than it is today. I am glad we’ve taken the first step to engage Damien to conduct an advisory audit for our family’s portfolio and will recommend others to do the same."
- Dr Loy & Ms Audrey, Dental Practice Owner
"I just met Christina for a comprehensive annual review and gained quite a alot of insight to future cashflow through her presentations. I am assured that the solutions I have implemented today will bring me a step closer to my desired retirement age."
- Lavina Lin, NEA Executive
"Even Bankers need an advisor too! Damien’s passion, knowledge and a genuine interest in achieving the best for his clients changed the way I approach my own financial matters. He took time and effort to understand my circumstances and my goals and recommended plans and investments in my best interests. I have a peace of mind knowing that my family and I are well taken care of and where I could trust my finances with, and that’s what good financial advisory should be about. I would definitely and highly recommend him to anyone who wants to achieve better financial outcomes, and of course that peace of mind!"
- Ms Claire Ang, Head of Client Due Diligence, Consumer Services
"After meeting Damien then did we realise we could do so much more with the premiums we were paying for our protection and savings needs. If there is one important thing, an independent financial advisor doesn’t work for an insurer but for the needs of those that engage them. Our portfolio stands stronger with less premiums and we’ve finally taken the courage to invest thanks to his reassuring presence and have recommended him to my family to serve their needs too."
- NY & Shandy Tan, Architect & Snr Corp Banker
"Lisa is a reliable and meticulous financial advisor. My investments and insurance are planned through her for many years. Her passion and knowledge of her work has shown me a deeper understanding of my future finances.
I would recommend her to anyone as she has a genuine interest in achieving the best for her clients, is what makes a truly professional and trusted financial advisor."
- Isabella Tan, Partner at Boyden
"Through Lisa’s meticulous scrutiny of my past insurance and investments portfolio, I have come to realise that many times, we will just buy products that may not match our needs. I've better understanding of financial products through her sharing. More than just an advisor, she travels the journey with you like a friend to put you at ease with your protection and retirement plans with her candid and positive personality."
- Majorie Wong
"I’ve known Lisa for quite a few years and I knew that she would be the right person to guide me through my financial plans. Lisa is dedicated, patient and thorough, just the qualities I needed in a financial advisor. I would recommend others to approach Lisa for insurance audit and investment advice."
- William Lim, Commercial Pilot
“Jonah has reached out to us in the later half of the year with regards to financial planning.
When I first started working 7 years ago, I was initially skeptical about financial planning and didn't understand it's importance. Fast forward the years and I grew to understand it's relevance but was unsure where to start.
Jonah was a God send and guided us. It was comfortable going through the process with him and I didn't feel pressured in any way. The regular meet ups were beneficial and I truly felt that my future has been planned properly.
I appreciate all that was done.”
- Eddy Ng, Navy Officer
“A true financial coach truly understands the value of financial planning where it is evaluated in a holistic manner.
From sound management of cash flow, ensuring adequate medical coverage to building wealth and legacy through long term sustainable investment, I have no doubt in Christina’s financial knowledge and passion as a financial coach as she always serves the best interest in her clients.
Christina is definitely my top choice for anyone who is interested to evaluate their financial health or requires help in achieving their financial goal!”
- Cherise Ang, IT Channel Program Manager
"Lisa是位具有渊博的专业知识和丰富的理财经验的投资顾问。
- 陆婷婷
"Winnie is a reliable adviser who is knowledgeable & friendly. She helped us to optimize our resources to meet our financial goals, and helped out with any additional requests and questions we had. I would recommend her services."
- Chit & Maw, Lecturer & Doctor
"Power of a 2nd Opinion. I was referred to Christina, Director of Pinnacle Wealth Group through a close friend. I was under served previously and was hoping to meet a financial adviser who puts client's interest first. From the get go, Christina has been clear in setting the expectations of our meetings, guiding me through the advisory process and not once did I feel rushed to make any decisions. Through our fee-based engagement, Christina was friendly, took the time to understand my deepest concerns over multiple meetings and she helped uncovered blind spots I didn't consider previously. No question I asked was deemed frivolous as she was very patient and thorough in explaining financial jargons through our discussions leading up to the implementations in my portfolio.
If you're looking for an advisor that will guide you politely, patiently and professionally, I will highly recommend her services."
- Curren Seow, Sales Advertising Manager, Facebook
"A Financial Planning Workflow Easy To Understand
I was looking for an Advisor from an Independent Advisory Firm and was highly introduced to Damien to discuss my Protection Portfolio Needs. Suffice to say, as an engineer myself I can appreciate the systematic way I was brought through the Financial Planning Process with an emphasis on education, knowing how to compare across the industry and I look forward to our future engagements in the years ahead!"
- Darren Ong, Software Engineer
"A fellow colleague whom referred Winnie to me and since then she has been helping me with investing for retirement with the SRS account. It has been 6 years since, and I'm very happy with the advices given to me along with changes that i had in my major life events such as regular income for retirement planning, and SRS investments.
Events such as plans for residential upgrading, she has been giving good recommendations after listening to my needs, providing good analysis on the few scenarios that will affect my retirement planning, as well as affordability.
I am glad to have reached out to Winnie and would be very happy to recommend her to open-minded friends who require financial advices."
- Kek YH
"I was referred by an existing client of Damien's and he has been patient and understanding of my queries and needs. Ample time was taken to deep dive into my requirements and the process that he and his team brings their clients through is rigorous and eye opening such that I wish someone told me these earlier on when I began setting up my portfolio. I believe me and my friends will be in good hands in the years to come, cheers!"
- Wei Sheng, Network Engineer
"Being a finance professional myself, I am probably not the easiest client in the world - so trust me when I say Christina and Damien are the perfect cocktail of knowledge, passion and experience. They have helped us with a myriad of needs including insurance, will writing, housing loans, policy reviews as well as helping my extended family on savings.
I feel confident that they would be around for the long run and would ALWAYS have our best interests at heart. I am very comfortable putting my family’s personal financial advisory needs in their care and trusting them to guide us in the right direction. You should too!"
- Eileen Teo, Director, Institutional Banking
"I’ve enjoyed learning from Ulysses about managing one’s finances. With his help and guidance, I am learning to look at my personal financial portfolio with a more objective and realistic view. Our meetings are always enjoyable and fruitful. He is always well prepared, attentive and patient. Oftentimes, he would repeatedly explain financial concepts if I struggle to understand. Most importantly, he is empathetic towards my personal situations, struggles, and dreams. I’m very grateful for his wise counsel and for speaking truth into my life, so that I am now more determined to commit to taking positive actions in managing my finances. I am also confident that he will continue to see me through this journey, and keep me accountable in the financial goals that we have set together. His dedication to do his best to serve people and lead them to better financial planning is highly commendable.
Patient / Prudent / Empathetic"
- Prudence, Senior Graphic Designer
"I have known Lisa for almost 20 years as a friend cum ex-colleague. With her immense experience, she guided me through my financial plans and investments by giving me her valuable and in-depth advice. Through her sharing, I have a better understanding of the financial products, insurances and investments that I have been investing and interested in. I would highly recommend Lisa to be your trusted financial advisor for her dedicated services in providing sound advice."
- Sook Ching, Private Banker
"Ulysses has been my go-to guy for financial advisory services for the past 12 years. Armed with an impressive financial knowledge, and a strong understanding of the available financial products, he has helped to strategize a comprehensive plan for my family and my financial future. I will strongly recommend him to my friends, and to anyone who wishes to tap into his wealth of financial knowledge.
Meticulous/ sincere/ knowledgeable"
- Zhiyuan, Co-founder of GoTrippin
"Winnie Chan has provided excellent and timely advice to me for over 10 years. She has provided and excellent perspective on the best investment strategies that fits my needs.”
- PR Preiser, Professor
I have known Lisa for almost 20 years as a friend cum ex-colleague. With her immense experience, she guided me through my financial plans and investments by giving me her valuable and in-depth advice. Through her sharing, I have a better understanding of the financial products, insurances and investments that I have been investing and interested in. I would highly recommend Lisa to be your trusted financial advisor for her dedicated services in providing sound advice.
- Sook Ching, Private Banker
I want to take this opportunity to thank Donna for her professionalism all these years of service. She has been an excellent service provider and always did the extra miles to make sure her clients are all well-taken off. As I've been locating overseas all these years, it has been a flawless service I have always consistently received. I can't ask for more as I'm not getting anything, anywhere from elsewhere or anyone like her. She has done an awesome job as a profession and also did more than what a normal policy service provider can offer.
I sincerely thank her for her services all these years and wish her a prosperous year in the year of Ox. You are so lucky to have her in your team with her commitment and enthusiasm in her work.
- Jenny, Lenovo Global Account Manager
Yvonne has done a great job in managing my investment portfolio over the years. She is responsible and very consistent in her management. I like that she informs me whenever there is a good investment opportunity and also advises me accordingly when I should take profit.
The portfolio has been doing well and I am happy with the returns it has delivered!
- W Zhang, Engineer
I have been friends with Yvonne since our University days and she has always been highly competent and trustworthy. That is why I know I can trust her to manage my financial portfolio in my best interest.
Her competency and integrity aside, she is definitely also on the right platform (IFA) to provide me the most suitable solutions.
I would definitely recommend her to anyone who wants a long term financial advisor who can provide quality financial advice
- Kelly, Associate Accounts Director
I was referred to Yvonne for an independent financial review and that is definitely one of the best financial choices I made for myself.
I now pay lesser premiums for a more comprehensive coverage and I also have greater confidence that I will be able to achieve my retirement goals.
This is all thanks to Yvonne who made the entire financial planning process enjoyable and easy to understand, and I would gladly recommend her to anyone who wishes to review their coverage!
- Simon, Lecturer
Yvonne is my go-to person for anything financial.
She manages my insurance and investment portfolio, helps me with my mortgage refinancing and even helped with my company’s liabilities insurance.
I am very happy that she is my financial advisor!
- Lyana, General Manager
I WANT TO BE FINANCIALLY BETTER TODAY