Our Services

1. Personal and Family Financial Planning

A clear financial roadmap can help you reach your life goals earlier. We understand what you want to achieve for your family and work together with you. Your finances will be organized and a summary of all your insurance policies and investment portfolio will be given to you. If you are tech savvy, you can access www.marvinfirst.com to enter your details, and a financial plan will be emailed to you. Yes, it is that easy.

2. Risk Management Planning

We can help you consolidate all your insurance policies and present it to you in a clear and concise table. You will know exactly how much are you covered for in the event of an early or major illness, total permanent disability, accident, or death. Simply contact us for a review, or upload the first page of your policy documents at www.marvinfirst.com. We will email you a comprehensive summary of all your insurance plans.

You may then realize some shortfall in your insurance protection. You will receive a comparison of the most affordable plans in the market and choose which plan suits you the best. There will be totally no sales pressure and you can decide how much you want to protect your family in the event of a crisis.

3. Investment Portfolio Advisory

Desire to achieve a decent rate of return of 8% – 10% on your investments? We can help you manage your investments in one place and track their performances yearly. You will be able to see if you are on your way to achieve Financial Freedom!

Also, you can know where you are invested, whether in bonds, equities, property, gold, and other asset classes. A good investment portfolio should be well diversified across different sectors and countries. Our tailor made advice will take into account your entire family financial situation to ensure the advice is most suitable for you.

4. Family Governance & Legacy Planning

For parents who desire to leave a legacy, be it your wealth or family values, we provide bespoke advice to ensure your wealth is transferred smoothly to your next generation. Also we conduct family retreats for family members to bond together and are aligned to the family values and vision.

Parents can be assured that in the event they are not around, there will be trusted and professional people and instruments to protect and preserve the wealth they have built up. Instruments such as a will, trust, family office structures, are able to preserve not only your wealth, but also protect your family unity against conflicts arising from money matters.

5. Business Advisory Services

Young entrepreneurs and veteran business owners will benefit from our coaching. We engage professional business advisors who are specialized in various expertises to add value to SME owners. We are able to provide skills in the areas of:

  • Unlocking Owners’ Equity
  • Succession Planning
  • Key Man Risk Management Planning
  • Growth and Profit Improvement
  • Cash Flow Management
  • Profit Optimization
  • Control and Change Management
  • Business Valuation
  • Business Structuring
  • Merger & Acquisitions Advisory

Our goal is to empower entrepreneurs to focus on what they do best in creating new markets, business development, and strategic planning. Many business owners have profited from our services, and saw their businesses grow tremendously.