Alex Ong

What does working as a financial adviser entail?


Career Opportunities


Define success and be rewarded on your terms

Succeed As A Financial Entrepreneur

The Scope

Our new advisers will undergo expert training at the start of their career where we will provide a comprehensive breakdown of the suite of financial services and solutions.

By providing a robust and holistic environment, you will be able to flourish and work independently as well as in a team.

As a financial adviser, your tasks will differ from day-to-day but it will generally include maintaining clients’ portfolios, keep up-to-date with market trends and analysing new and existing business strategies.

Leading Purposeful & Meaningful Lives

We practice our financial advising purposefully, with clear goals and a spirit of succeeding through collaboration.

Basically, the notion of ‘An individual with no goals or aspirations is like a ship with no sails’. The corroborative factor between inspiration and achievement, coupled with the determination to nurture aspiring individuals, is the heart of our business.

Similarly, we strive to groom these individuals to be dedicated and principled financial advisers who yearn to propel further in the financial services industry.