One stop financial consultancy centre with professional standard

We offers client-centric advice and provide alternative independent solutions to clients

Our Services

SERVICES

Individual

  • Risk Management
  • Capital Planning
  • Investment Planning
  • Estate Planning
  • Education Planning
  • Retirement Planning
  • Mortgage & Refinancing

Corporate

  • Corporate Risk Management
  • Employee Benefits Scheme
  • Private Pension Scheme
  • Business Ownership Continuity
  • Business Buy & Sell Agreement

Value Added Service

  • Health Awareness
  • Financial Planning
  • Estate Planning
  • Capital Planning
  • Refinancing
  • Retirement Plan

Interested in joining our agent team?

Apply to Jotech!