Embark On Your Stewardship Journey

Secure your future by aligning your wealth with your values. 


A Stewardship Journey

We shared our vision of the Stewardship Journey back in Dec 2022 when we the Circuit Breaker ended and we gathered for the first time at the Asian Civilisation Museum.

Our Services

Assets & Investments

We organise your finances and deliver tailored solutions to help you achieve your goals.

Insurance & Risk

We design and implement a robust risk management plan to protect your family against life risks.

Giving & Impact

We guide you to create a giving plan that makes an impact to you, your family and others now and in the future.

Family & Legacy

We set in motion plans that celebrate a legacy of values, wisdom and wealth transfer to the next generation.


Optimise CPF for Retirement (33:10 min)

Introduction to Funds (27:58 min) 

MyLegacy Portal  (9:45 min)

N5 – Navigating Through a Perfect Financial Storm (34:46 min) 

A Stewardship Journey 2022 (41:38 min) 

CareShield Life  (8:28 min) 

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LPA Connect

With LPA Connect. our valued clients have a direct way to communicate and get guidance from our team of dedicated financial coach & advisers.