OUR PHILOSOPHY
Money is powerful but it is not almighty. At Soul Wealthy Group, we want our clients to be rich in assets and in spirit. We walk with them through life’s different stages, using our financial planning expertise to help them generate, accumulate and preserve wealth.
And when they are ready to join The Guild of Generations, our inner circle of business owners and high net worth individuals who believe in doing well and doing good, our estate planners work with them to structure their will and estate.
We assist them to bequeath their wealth in a manner that benefits future generations. This is how our team of financial and estate planners, together with our regional partners, create Generation for Generations.
We can’t live forever but we can create something that will. Our legacy is what we leave behind; what people will continue to remember us by. Most people think of this in monetary terms but at Soul Wealthy Group, our estate planners think differently.
As someone who has succeeded in life, you have amassed a sizeable fortune. It’s natural to want to make sure that your children and theirs benefit from your life’s work. Our estate planners can help ensure that.
But beyond this, there’s plenty more that you can do with your assets to make a lasting difference in the world. Through a foundation that sponsors education for underprivileged children, for example, or a social service project that gives light and electricity to a remote village in a less developed country, you can make an impact.
If you have a cause that is close to your heart, our financial and estate planners can help structure it into your will and estate so that yours is a legacy of good.
Welcome to The Guild of Generations.
OUR SERVICES
We believe that financial planning is a process that can help you achieve your life goals, whatever they may be. Like putting up a building, it starts with having a clear financial blueprint that captures your needs at each life stage.
PERSONAL FINANCIAL ADVISORY
Wealth protection, retirement planning and will writing.
PRIVATE WEALTH ADVISORY
Maximising the wealth of high net worth individuals.
ISLAMIC WEALTH ADVISORY
Providing Islamic financial products that are in compliant to Syariah law.
FEE BASED ADVISORY
Detailed reporting of your financial health to help you reach your financial goals.
CORPORATE FINANCIAL ADVISORY
Providing wealth enhancing solutions and non-commercial protection for corporations.
INTERESTED OR HAVE ANY ENQUIRIES? GIVE US A CALL AT (65) 9456 7080 DROP US A MESSAGE BELOW.
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CONTACT US
150, Beach Road, #12-01/08, Gateway West, Singapore 189720
(65) 9456 7080
(65) 6222 1013
info@soulwealthygroup.com
© 2023 Soul Wealthy Group Representing Financial Alliance
