Personal & Asset Protection
Personal & Asset Protection, also known as wealth protection, comes from a range of solutions designed to protect what you already have. This is the first step of your financial planning journey. Without protecting your assets, such as savings, investments and property, things can quickly fall apart. Protecting your single biggest asset, which is YOU, and insuring against certain eventualities, such as poor health or even worse, an early death, provides you and your family the certainty that any liabilities such as mortgages can be repaid, and the current lifestyle maintained.
Critical Illness and Life Insurance
Protect your income, savings and investments when the worst happens.
General Insurance
Sometimes, insurance is a legal requirement, but sometimes having peace of mind is priceless.
Banking
Which banking solutions will bring you the most tax, savings and exchange benefits?
Will Writing
A valid Will is the first fiduciary step to protecting your assets and ensuring they are passed to those you choose.
Discover our recommendations for every stage of your life and financial planning journey:
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Corporate Services
Solutions for easy and tax-efficient management locally, with a global perspective
Platinum Financial Services offers a wide range of corporate solutions helping to satisfy a wide range of protection, employee retention and admin needs of a modern company. Our services include group insurance solutions, MPF fund allocation advice and group retirement plans to help you retain talent and run your company smoothly.