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The Founder

ALVIN PU

“Create a system,
let the system manage the business”

For more than 20 years, Alvin has helped individual and corporate clients grow and protect their wealth with the best-in-class services, making him a trustworthy business partner and role model to many in the financial services industry.

With that, Alvin has earned himself the honour of being a MDRT Builder. Apart from his achievement in the industry, he is also a Chartered Insurance Agency Manager, and being appointed as an AIA Executive Master Trainer – a tribute to his commitment and dedication in partnering with the Company to develop talented professional Life Planners and future leaders.

By continuously sharing his million dollars success formula, Alvin has developed more than thousands of talents to become professional entrepreneurs and also helping them to build their sustainable career in the financial services industry.

VISION & MISSION

VISION

The most trusted and preferred financial advisory services.

MISSION

To provide comprehensive professional financial solutions according to clients’ needs.

CORE VALUE

PROFESSIONALISM

We deliver outstanding results with professionalism, knowledge, etiquette, and dedication.

CONSISTENCY

We noted that the key to success is to keep planning and to foster forward-thinking.

LEADERSHIP

We dare to rise above challenges to work through hardship and inspire others.