Ecosystem
We are with you from day one to year ten.
Our robust support system keeps your momentum going.
Back-Office Support
Complete administrative and operational infrastructure
Tech Integration
AI tech for maximum efficiency and increased sustainability
Reimagining Experiences
Always evolving how we engage, recruit and grow
Global Networks
Access to local and international connections
Elite Mentorship
Guidance from industry veterans and certified coaches
Continuous Training
Ongoing development from onboarding to holistic growth
WHY
Our values are the backbone of who we are and the foundation of everything we build.
GAME CHANGER
We leverage AI, social media, and fresh ideas to redefine training and service provision.
EXCELLENCE
We leverage our local and global business networks to amplify growth; and understand real success starts with genuine connections, not just transactions.
RELENTLESS
Daring to try, we embrace boldness, learn from setbacks, and see failure as a stepping stone to success. No judgement.
Your Partner
IN SUCCESS
$53.5mil
CLAIMS FULFILLED
> 40%
OF OUR ADVISORS HAVE MDRT QUALIFIERS
12,487
HAPPY CLIENTS
* CAA 30JUNE 2025
Roadmap
SOAR
LaunchPad
From mastering client conversations to building robust financial plans, Launchpad equips you with the confidence and competence to win in this business.
LaunchPad dives deep into the real skills that drive success in financial services through high-impact role plays, live coaching, and advanced knowledge sharing from our top-performers.
LaunchPad is not just training, it’s transformation.
Your proving ground.
Your competitive edge.
Your launch into the future.
RISE
Career Exploratory Programme (CEP)
CEP gives you a powerful advantage, whether you’re exploring or ready to commit, this is where your journey begins.
With insider insights, real-world simulations, and hands-on activities, you’ll gain the clarity and confidence to thrive alongside seasoned professionals.
Graduates of CEP consistently achieve outstanding results within their first 100 days, setting the foundation for long-term success.
ROOT
Financial Services Excellence (FSX)
FSX is more than an orientation, it is your first step toward a career with purpose.
Through interactive sessions led by experienced consultants, you’ll be introduced to transformative insights, empowering mentors, opportunities designed to awaken your potential and doors that open toward a career built on freedom, impact, influence, and purpose.
Venice Hu
Executive Director
HAV200098946
As Executive Director, Venice has groomed numerous top producers and leaders through her strong sales coaching, championing the Whole Person Concept. Renowned for her balance, drive, and results, proving you can work hard, play hard and win at both life and business.
Matthew Chew
Executive Director
B.Eng, ChFC, AEPP, CEP, SIPP, SAMP
CXY200093640.
Fusing insurance with entrepreneurship, Matthew transforms ambition into action. Through vision, grit and hands-on mentorship, he equips entrepreneurs to build careers that reflect not just success, but their very best selves.
Sik Swee Yong
Executive Director
B. Eng (Chem, Hons), AFP, AEPP
SSY200090746
As a team leader at AIA Financial Advisers (AIA FA) with nearly two decades of experience in financial consultancy, Swee Yong’s leadership is grounded in service, integrity and mentorship, inspiring the young entrepreneurs to lead with purpose and grow with confidence.
Caleb Tan
Executive Director
ASEP
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A performance-focused leader, Caleb cultivates high-performing Financial Consultants and excels in the high-net-worth market. Valued for his strategic acumen and expertise in closing major cases, he drives excellence and mentors consultants to consistently deliver record-breaking achievements.
Jacob Ng
Executive Director
B. Eng(Hons), CFP, AEPP, CEP
NKZ200090417
Jacob is a visionary leader, dedicated to empowering financial consultants to aim higher and achieve more. As an NLP Master Practitioner and Trainer, he blends financial expertise with transformative coaching, helping leaders thrive with purpose, resilience, and an abundance mindset.
