Wealth Protection
Protecting your savings from being wiped out on rainy days in the event of sickness or disability
I’m Briana (bree-anna) from PIAS Apex 😊
I’m a Financial Broker who provides tailored financial strategies.
I believe that financial prepared-ness is the way to having a peace of mind in this lifetime.
I find satisfaction when I am able to give my clients a bird’s eye view of their finances, and to be able to help them with financial preparedness so that they will be able to focus on what matters most to them - their family, businesses and life goals.
♥️
Protecting your savings from being wiped out on rainy days in the event of sickness or disability
Helping you optimize your cash flow to build up your net worth and wealth to achieve meaningful life goals.
From owning your dream property, to having different streams of passive income.
Safe guarding your money from unnecessary leakage such as income tax or even home loan refinancing.
Legacy planning for your loved ones
- Will & Trust
- Lasting Power of Attorney
- Protect lifetime accomplishments from leakages in the transferring process
- Enhance wealth and create immediate estate that can last through generations
Get to learn:
- What the core characteristics of an
ideal Retirement Portfolio
- How to create a well-structured
Retirement Plan
- How to build a Retirement Portfolio
that generate high stable passive
lifetime income
- How to protect your Retirement Nest Egg
against longevity risk, inflation risk
and market risk
Get to learn:
Lasting power of Attorney & Mental
Incapacity Act
Differences between Will & Trust
Different types of Trust - How to
transfer assets to your beneficiaries
consistent with your goals and objectives
- How to protect your lifetime
accomplishments from leakages in the
transferring process
How to enhance your wealth and create
an immediate estate that can last
generations
Get updated on:
Market outlook for economic growth amid
a worldwide health pandemic
How to harvest recurring income in
uncertain times
Spotting themes and investing in the
future
- Global equities and China equities