Overview

Legacy FA Pte. Ltd.

Legacy FA Pte. Ltd is a financial advisory firm licensed by the Monetary Authority of Singapore under the Financial Advisers Act (Cap. 110). Legacy FA is independently owned and not tied to any product provider and is able to provide unbiased services geared towards your interests. As everyone is different, we listen first to your needs and customise our solutions to help you in your financial planning and wealth goals.

Our services cover the following areas:

  • Investments
  • Insurance
  • Retirement
  • Legacy Planning
  • Corporate Pensions
  • Group employee benefits
  • Business continuity
  • General Insurance

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SECRETS OF INSURANCE THEY DON'T WANT YOU TO KNOW

Insurance people can be annoying, they stick to you like chewing gum and they bug you to buy bundled products. Or they build up a pitch for you

Secrets

Many people ended up buying too much overlapping insurance coverage that they do not need and worse still, some can only claim from only one insurer. Many people ended up with coverage that cost them much more premium than necessary, because they were attracted by some glitzy road show and nice posh lounges with neat looking insurance people. Many people bought insurance linked policies that has heavy loading on the investment returns. Many people have a portfolio that has too high management fees due to too many layers, this eats into their returns.


Insurance Premium Cost Reduction

Legacy FA can help you to review your entire insurance coverage to potentially reduce your premium cost while providing you the same or similar coverage. Legacy FA can assist you to review your portfolio to cut out unnecessary costs to further enhance your returns.

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PERSONAL FINANCIAL PLANNING



Personal financial planning is important for your protection, wealth creation and financial well-being.


Income Protection

When your income and hence your responsibility towards your family is affected due to a catastrophic life event, we help you ensure that there is financial stability & peace of mind for your loved ones.

Education

Tertiary education funding for children can be a financial burden to parents. We work with you to achieve your tertiary dreams for your children.

Investment

Based on your time horizon and risk appetite we help map out your investment portfolio to meet your objectives.

Retirement

Retirement funding needs careful planning. Based on your goals we assist you to build different streams of income for your golden years.

Estate Matters (Partner Services)

Building your wealth is one side of the story. But ensuring its passed on to the people that matter in your life is another. We highlight the different methods that you can undertake to ensure a seamless transfer of your wealth to your loved ones when you are not around.

Mortgage Refinancing (Partner Services)

Loan efficacy helps one to save on undue mortgage interest. Together with our partners, we look at different possibilities in ensuring your mortgage payments remain lean.

Debt Management

Debts can rob one’s peace of mind. We run through your debts and resources to give you a structure for repaying your debts with discipline and efficiency to gain back your peace of mind.

General Insurance

We tailor make general insurance plans so that you and your family remain protected when life throws in unexpected challenges when at home, on the road or even on vacation.




FINANCIAL PLANNING FOR BUSINESSES



Business Succession Planning

When your income and hence your responsibility towards your family is affected due to a catastrophic life event, we help you ensure that there is financial stability & peace of mind for your loved ones.

Employee Benefit Scheme

Tertiary education funding for children can be a financial burden to parents. We work with you to achieve your tertiary dreams for your children.

Keyman Protection

Based on your time horizon and risk appetite we help map out your investment portfolio to meet your objectives.

Commercial Business Insurance


Retirement funding needs careful planning. Based on your goals we assist you to build different streams of income for your golden years.

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