Singapore’s Premier Legacy & Lifeline Planners
We are a team of financial services professionals who specializes in legacy planning and lifeline financial planning. We work alongside with you at different milestones of your life. We identify your financial concerns/legacy planning needs, develop and implement solutions together. Lifetime support to you and your loved ones are our important missions to ensure that your financial objectives are met.
The word “Terkaya” means “Richest” in Bahasa Indonesia and Malay languages. This word defines our missions and visions as your legacy and lifeline planning professionals. Not only do we wish you to be the richest in term of monetary definition (via our wealth enhancement tools), we would also like your loved ones to regard you as the richest in terms of your personal and family values. We wish that your prestige family values, love/care and your great stories will be passed down to your loved ones and your next generations via our Terkaya planning process.
Knowledge & Skills
We upgrade our skills and knowledge constantly to ensure your continued growth and financial security throughout your lifeline. Our team of professionals is well accredited with Chartered Financial Consultant®, Associate Estate Planning Practitioner®, Singapore Accredited Mortgage Planner™ and Commercial/Personal General Insurance certifications.
As your legacy and lifeline financial planning/management partner, we will constantly engage with you throughout your milestones in life.
- You will have an annual portfolio review and report.
- You will be invited to our seminars and functions.
- You will receive our market outlook every month.
At Terkaya Wealth Management, we value our long term relationships and our services to you and your loved ones are for life.