Dan's Independent Financial Advisory

The trusted advisor who will help you kick start & short-cut your financial planning!

Your one-stop solution to your family's financial planning matters

Put your savings to work

Quantifying your investment budget

Discover what to invest in and why

Understand how your portfolio will be managed

Optimizing your insurance portfolio

Quantifying your insurance needs

Consolidating your existing insurance portfolio

Comparing what you have with what's available in the market

Formulating an actionable plan

Quantifying your retirement expectations

Deriving the source of income during retirement

Designing a step-by-step plan to achieve retirement needs

Request or download the information you need for free

Download a free e-book on the basics of fund investing and portfolio management. Discover and learn about investing from a step-by-step guide.

Request for the quotation and comparison tailored to your needs for insurance, savings, retirement and annuity plans in the market today.