Personal Financial Advisory
Wealth Accumulation
Wealth Accumulation
Wealth Accumulation
The right investments can offer real opportunity to grow your wealth and protect it against inflation. We offer a broad range of investment vehicles to choose from, along with expert advice to help you build an appropriate portfolio.
Wealth Protection
Wealth Accumulation
Wealth Accumulation
We specialize in providing effective risk management solutions to meet your insurance and protection needs. Whether you require life coverage or advise on inheritance tax, APWA will offer you the right products and services to meet you and your families needs.
Wealth Preservation
Wealth Preservation
Wealth Preservation
Increasing life expectancy and major social changes means many families need to consider how their wealth can work harder for the whole family. Our advisors' work closely with families to use their wealth more collaboratively during their lifetimes.
Wealth Distribution
Wealth Preservation
Wealth Preservation
Asia faces one of the biggest challenges in inter-generational wealth transfer as societies become more affluent. Over here at APWA, we prepare our clients for this transfer of wealth through robust succession and legacy planning.
Introducing the Total Portfolio Advisory© (TPA) Approach
What is TPA?
The Total Portfolio Advisory© (TPA) approach is a revolutionary personal wealth management system that is designed to provide you with the certainty in life as you are able to construct an effective financial portfolio that evolves with your ever-changing life’s needs through sound Asset Allocation (AA) strategies. The TPA approach is founded on two very simple and logical concepts:
(1) Employing financial accounting to evaluate and improve one’s personal financial statements; and
(2) Developing, deploying and tracking your AA Plan.
The TPA approach seeks to reduce financial uncertainties by first projecting likely life milestones with defined time horizons and financial commitments, and thereafter employ a holistic asset allocation strategy to chart out the various financial instruments and targets. Finally, these instruments are actively tracked and adjusted to ensure that the targets are on track.