Hi! I’m Brie

I’m Briana (Brie or Bree-ana) from PIAS Apex 😊
I’m a Financial Broker who provides tailored financial strategies.

In much the same way, you can think of financial planning as the map that guides you through life’s journey from start to end (retirement). 🚗

After all, without a map, how do you know where you’re going?

Just like how a road map and GPS helps direct you to your destination, a robust Financial Plan helps you identify your investment and savings goal and how to get there. 🏁

♥️

My services

4 Financial Pillars

  1. Wealth Protection

    Wealth Protection

    Everyone needs to have protection in place because life doesn't always go according to plan. Safeguard your wealth in times of sickness or disability. ☂️

  2. Wealth Accumulation

    Wealth Accumulation

    Accumulate your assets to achieve certain meaningful goals.

    Be it saving up for children’s education, a future home or even for retirement.

  3. Wealth Preservation

    Wealth Preservation

    protect your assets such as your cash, stocks, and bonds from a drop in value and prevent paying more for income tax and home loan refinancing.

  4. Wealth Distribution

    Wealth Distribution

    A legacy is what you leave behind, including your assets and possessions, to your beneficiaries to create a lasting connection to them.

    - Will & Trust
    - Lasting Power of Attorney

Events and Webinars

Signature Series webinar for our clients

  1. Retirement 101

    Retirement 101

    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

    Click here to Register
  2. Legacy planning 101

    Legacy planning 101

    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

  3. Investment talk 2022

    Investment talk 2022

    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

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