About Us

We are the guardians of our clients financial security, safeguarding their future financial well-being, while achieving their unique goals.

- Bruce Barron, CEO

Originally established in Australia in 1997 by Bruce Barron and Ian McMahon, they then relocated to the financial district of Singapore in 2003. After many years of success we have grown and now have a diverse team of experienced consultants

With over 20 years’ experience, we provide a unique combination of international wealth management along with advisory products and services to complement one another. We believe the dynamics of investment cannot be structured pre-packaged plans. That’s why we offer personally tailored financial solutions to help safeguard your financial future.

Whatever your financial goals, be it future education, retirement or a new home we can help you get there. We seek to add value for our clients by providing a blueprint for their financial security. Our comprehensive approach and regular reviews help us establish long-term relationships while we work together towards achieving their goals.

What Can We Help You With?

Everyone’s situation is different so we pride ourselves on creating financial solutions to best suit your needs along with protecting you from any unexpected financial distress.

We offer a transparent service by combining investment strategy advice with a proactive investment management approach.

Savings & Investments

EDUCATION PLANNING

CPF

PORTFOLIO MANAGEMENT

ESTATE PLANNING

PENSION

INSURANCE & PROTECTION

RETIREMENT PLANNING

SIPP

INCOME PROTECTION

WEALTH MANAGEMENT

TAX EFFECTIVE RETIREMENT &
SAVINGS STRATEGIES

We work closely with you and carry out research to understand your needs and wishes.
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Savings & InvestmentsInsurance & ProtectionEducation PlanningRetirement PlanningCPFSIPPPensionTax Strategies