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Why Choose us

Comprehensive financial solutions under one roof

Proven track record of
success

Client-first approach with personalized attention

The Importance of Financial Planning

  • Budgeting & Expense Tracking

  • Building an Emergency Fund

  • Investing for the Future

  • Preparing for Retirement

  • Managing Lifestyle Inflation

  • Protecting Your Assets

  • Inflation Protection

  • Healthcare Cost Planning

  • Debt Reduction Strategies

  • Planning for long-term family wealth

Our Expert Team

Our team is made up of skilled financial professionals who bring expertise, integrity, and a client-focused approach to every financial plan we create.

Clyde Chye

Financial Advisor, Chief Astronaut

Cristelle Lim

Financial Advisor, Creator of The Financial Mommy

Core Values

  • Integrity
  • Transparency
  • Dedication
Testimonials

Love from Clients

Clyde not only has a wealth of financial knowledge but also goes above and beyond to ensure I feel supported and understood. I’ve been consistently impressed by Clyde’s proactive approach and genuine care for my financial well-being. Clyde also possesses the ability to breakdown complex financial concepts to ease first timers into their long term financial planning.

Clyde possesses a strong understanding of financial planning and is able to simplify complex concepts, making it easier for anyone to follow. What distinguishes Clyde is his empathy and genuine care for his clients’ wellbeing. He takes the time to truly understand my concerns before offering personalized advice.

Met up with Clyde after he sent me a copy of his e-book and he has been very helpful with assisting in review of all my insurance plans and coming up with proposals by the 2nd meeting already! He knows his stuff well and truly has his client's wellbeing at heart. Would recommend speaking with him if you are looking for a Financial Advisor!