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Preserving Wealth and Values that transcend generations

We are All About The Future, Your Future.
We provide life-changing financial solutions for our clients to help them live happier lives knowing that their future is well-protected, and so will their future generations to come.

Personal

We want to know you, the person behind the numbers. We believe a personal relationship yields the most suitable financial advice.

Integrity

A transparent process provides clarity in planning. This ensures our fruitful engagement as your long-term Trusted Adviser.

Empathy

Your well-being is our ultimate consideration. Solutions with your hopes and fears in mind as every life situation is unique.

Excellence

We strive for excellence to keep you in pace with the changing world. Accumulating our wisdom keep life’s uncertainty for you at bay.

ACQUITY is beyond Financial Products

We help you look out for any factors that might be obstacles to your goals, including any life situations or career and business situations.

We also strongly focus on making sure you can maximize all the opportunities in your life. In short, we bring Prosperity to you and help you keep it.

tax planning

Depending on your employment status, e.g. Employed, sole proprietor, private limited owner, we give strategies on how to reduce your tax liabilities to free up your resources for other productive matters.

estate planning

We devise a series of actions including writing a Will to ensure that your afterlife wishes are carried out with precision and that your estate will never be a source of conflict for your beneficiaries.

cash planning

We help to allocate your income and liquid cash in the most optimum proportions. This is one often underlooked aspect of financial planning that will be the source of your future success.

debt planning

Taking loans is a means to fulfil current needs. But it need not diminish your potential to grow wealth. Our advisers will help to minimize your ongoing loan interests and set a path for you to be debt free.

Insurance planning

Protecting your income also means protecting your loved ones from financial and emotional disaster. We help ensure your insurance portfolio is suitable and relevant to your life situation.

investment planning

You might have short to medium term goals to reach. We analyse your existing investments for those goals and provide a credible opinion on their expected results.

retirement planning

Most advisers only work with calculations on your retirement income requirements. We focus most of our efforts on helping you construct a realistic vision of your retirement life and how to get there.

education planning

Preparing for your child\’s tertiary education is more than just having the money to fund it. We will be in deep discussion mostly on what is the optimum academic route for your child to excel as a young working adult.

Quick Facts about ACQUITY

Our financial planning methods are derived from Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). We also advocate the Million Dollar Round Table (MDRT) Whole Person Concept for ourselves and our clients.

Clients to Date

Ranked of 100 Teams

Operational Days

Years in Business

Join Our Team

ACQUITY is always looking for individuals who seek a tried and proven way to the pinnacle of the wealth management industry.

If you can see yourself being mentored by the best to be the best, come in for a chat. You can trust us to give you the most optimum perspective on your career.

We are ACQUITY

We strengthen your foundations, allowing you to dream big.

We only succeed when you succeed.

Joseph Tan Kok Hian

Joseph Tan Kok Hian

Director

Joseph Tan is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is also a Life Member of the Million Dollar Round Table (10 years).
Jasmine Wu

Jasmine Wu

Senior Financial Adviser

Jasmine graduated with Bachelor in Banking and Finance in SMU. She has 8 years of experience in investment operations and last worked in JP Morgan. She is a Senior Financial Consultant and a multiple Star Club award recipient.
Wong Jie Bin

Wong Jie Bin

Senior Financial Adviser

Jie Bin graduated from NUS with a major in Psychology. Being in the financial planning industry since 2012, she has qualified for various awards like Quality Club Elite since the first year of her professional career.
Gena Quek

Gena Quek

Operations Manager

Gena graduated with a Bachelor in Communications, majoring in Public Relations and Journalism, in University of Newcastle. She is a specialist in the operations of ACQUITY.
Phoebe

Phoebe

Client Relations Executive

Phoebe is an undergraduate in Murdoch University, majoring in International Business and Management. She is formally from the Banking sector. Currently, she specialises in Client Relations in ACQUITY.
Sindy Tan

Sindy Tan

Operations Executive

Sindy graduated with a Diploma in Engineering from Singapore Polytechnic. She is a Personal Assistant with more than 10 years of experience working in major MNCs.

Get in Touch

ACQUITY Pte. Ltd.
Co. Reg. No. 201614070W

Address

36H Dunearn Road #15-45 Singapore 309433

Phone

+65 6572 6972

Email

ask@acquityasia.com

Business Hours

9am – 6:30pm

Mon – Fri

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