Our Solutions
We Make Things Simple
Tailored solutions for your financial security.
The Steadfast Process
Developing Lasting Feasible Solutions
We do not believe in “Rule of Thumb” and the conventional formulas & solutions that apply to all.
Every Client is unique. And we respect that.
Mutual Understanding
We begin by aligning expectations to ensure a clear and collaborative partnership.
Continuous Improvement
Regularly reviewing and optimizing strategies to adapt to your evolving goals.
Needs Discovery
Exploring your unique financial goals and requirements to craft personalized strategies.
Gap Analysis
Pinpointing key priorities and opportunities to build a solid foundation for growth.
Tailored Solutions
Offering customized, effective solutions designed to meet your specific needs.
The Steadfast Process
Developing Lasting Feasible Solutions
We do not believe in “Rule of Thumb” and the conventional formulas & solutions that apply to all.
Every Client is unique. And we respect that.
Mutual Understanding
We begin by aligning expectations to ensure a clear and collaborative partnership.
Continuous Improvement
Regularly reviewing and optimizing strategies to adapt to your evolving goals.
Needs Discovery
Exploring your unique financial goals and requirements to craft personalized strategies.
Gap Analysis
Pinpointing key priorities and opportunities to build a solid foundation for growth.
Tailored Solutions
Offering customized, effective solutions designed to meet your specific needs.
Our Execution
Effectively Delivering Our Strategy
Financial Strategies
We provide reliable and professional advice to meet your financial goals and objectives.
Tailored portfolios aligned with risk tolerance and objectives
Strategies to secure long-term financial stability
Minimizing tax liabilities for maximum savings
Protecting assets through insurance and proactive planning
Open Architecture Approach
We use Power Tools and systems that provide transparency in every aspect of our work. Every detail is backed with statistics and science.
Offering both in-house and third-party options
Solutions driven by client needs, not product limitations
Portfolios tailored to individual goals and market conditions
Competitive fees and clear product performance insights
Our Success Stories
What Our Clients Say
I am incredibly grateful to have Kelly as my AIA Financial Consultant. From the moment I started working with her, Kelly demonstrated exceptional... professionalism, deep industry knowledge and a genuine commitment to helping me. She took the time to understand my unique needs, providing tailored insurance and investment solutions that gave me peace of mind. Her attention to detail, clear explanation and proactive approach made the entire process seamless and stress-free. What truly sets Kelly apart is her dedication to her clients. She goes above to ensure I'm well informed and confident in my financial decisions. Whether it's policy updates, claims assistance or long-term planning, I know I can always rely on her expertise & support. I highly recommend Kelly to anyone looking for a trustworthy, knowledgeable and caring financial consultant.Read MoreRead less
Fanny Wong
Sales Executive,SJ Aurum Pte Ltd
Thomas is my insurance agent for years. He has substantial products knowledge and able to advise us on different situation. Will not hesitate to... guide us if we are unsure about the claim process. Always readily available for his clients. Kudos!Read MoreRead less
Koh Siu Hui Amylia
Psa executive,Ktph
I was refered to Yulianti and got my 1st policy with her about 10 years ago. She has very good product knowledge, committed, understanding and is... fast in her responce. Over the years, she becomes my trusted friend and advisor. I'll not hesitate to recomend any of my friends to her.Read MoreRead less
Aen Cheong
Manager,Limelite Productions P/LI had a great experience with Thomas. He were patient, knowledgeable and took the time to understand my needs before recommending the right... plans. Everything was explained clearly, and I never felt pressured. His professionalism and quick responses made the entire process smooth and stress-free. Highly recommend if you're looking for someone trustworthy and reliable!Read MoreRead less
Venassa
Supervisor,MBSI am incredibly grateful to have Kelly as my AIA Financial Consultant. From the moment I started working with her, Kelly demonstrated exceptional... professionalism, deep industry knowledge and a genuine commitment to helping me. She took the time to understand my unique needs, providing tailored insurance and investment solutions that gave me peace of mind. Her attention to detail, clear explanation and proactive approach made the entire process seamless and stress-free. What truly sets Kelly apart is her dedication to her clients. She goes above to ensure I'm well informed and confident in my financial decisions. Whether it's policy updates, claims assistance or long-term planning, I know I can always rely on her expertise & support. I highly recommend Kelly to anyone looking for a trustworthy, knowledgeable and caring financial consultant.Read MoreRead less
Fanny Wong
Sales Executive,SJ Aurum Pte LtdKelly has never failed to update me if there's any new plans launched by AIA. She will review my coverage and explained to me the difference... between the new & current plans so that I am updated, whether I need to enhance my coverage to fill in my insurance gap.Read MoreRead less
Lim Gek Eng
Administrative Assistant,Marshall Cavendish Int'l (S) Pte Ltd
We are impressed by Louis's service. He came at a time when we were not even sure of our needs. His sincerity and dedication in genuinely helping... others shines out most. We have come across several agents, but never have we had this much attention to detail as the service provided by Louis.
His standard of service are worlds apart from the ones we've received from even my existing agent and I am extremely glad that he approached us. Louis patiently answered all our endless questions in detail. He assures us with solid answers each time with proper explanation. Not only does he goes through presentations of our needs analysis, Louis even extended his service by helping us to compare policies from different companies to ensure that we take up the best fit policy that meets our gaps.
He has definitely won us over in many ways, and we feel most assured and taken care of now that we have him as our agent. We would definitely be recommending Louis to our peers and families for their insurance and financial needs. Thank you Louis!Read MoreRead less
Khairul & Nurhidayah
-,-
I have known Stanley and Shaling (his partner) since April 2016. We have been working together since then to provide expeditious and... comprehensive care to clients under their charge.
From our interactions, it is clear to me that both Stanley and Shaling possess an extraordinary ability to connect and communicate with those from varying backgrounds. Their clients know they have genuinely caring advisors looking after their well-being. Both of them work tirelessly, coordinating between their clients, doctors and hospitals to provide a seamless service. This leaves their clients to concentrate only on their recovery, without any worry on the ancillary processes behind it.
At a personal level, it has been a pleasure and privilege to have known them both as friends. Their openness helps to drive a honest relationship that builds itself on trust. It is thus the past years that we have known each other, Stanley and Shaling have shown themselves to be dependable and trustworthy.
It is because of this that I would heartily recommend the services of Stanley & Shaling to anyone who is considering financial planning and insurance services.Read MoreRead less
Dr Foo Chek Siang
Medical Director,Clinic for Digestive SurgeryI am incredibly grateful to have Kelly as my AIA Financial Consultant. From the moment I started working with her, Kelly demonstrated exceptional... professionalism, deep industry knowledge and a genuine commitment to helping me. She took the time to understand my unique needs, providing tailored insurance and investment solutions that gave me peace of mind. Her attention to detail, clear explanation and proactive approach made the entire process seamless and stress-free. What truly sets Kelly apart is her dedication to her clients. She goes above to ensure I'm well informed and confident in my financial decisions. Whether it's policy updates, claims assistance or long-term planning, I know I can always rely on her expertise & support. I highly recommend Kelly to anyone looking for a trustworthy, knowledgeable and caring financial consultant.Read MoreRead less
I was refered to Yulianti and got my 1st policy with her about 10 years ago. She has very good product knowledge, committed, understanding and is... fast in her responce. Over the years, she becomes my trusted friend and advisor. I'll not hesitate to recomend any of my friends to her.Read MoreRead less
I had a great experience with Thomas. He were patient, knowledgeable and took the time to understand my needs before recommending the right... plans. Everything was explained clearly, and I never felt pressured. His professionalism and quick responses made the entire process smooth and stress-free. Highly recommend if you're looking for someone trustworthy and reliable!Read MoreRead less
I am incredibly grateful to have Kelly as my AIA Financial Consultant. From the moment I started working with her, Kelly demonstrated exceptional... professionalism, deep industry knowledge and a genuine commitment to helping me. She took the time to understand my unique needs, providing tailored insurance and investment solutions that gave me peace of mind. Her attention to detail, clear explanation and proactive approach made the entire process seamless and stress-free. What truly sets Kelly apart is her dedication to her clients. She goes above to ensure I'm well informed and confident in my financial decisions. Whether it's policy updates, claims assistance or long-term planning, I know I can always rely on her expertise & support. I highly recommend Kelly to anyone looking for a trustworthy, knowledgeable and caring financial consultant.Read MoreRead less
We are impressed by Louis's service. He came at a time when we were not even sure of our needs. His sincerity and dedication in genuinely helping... others shines out most. We have come across several agents, but never have we had this much attention to detail as the service provided by Louis.
His standard of service are worlds apart from the ones we've received from even my existing agent and I am extremely glad that he approached us. Louis patiently answered all our endless questions in detail. He assures us with solid answers each time with proper explanation. Not only does he goes through presentations of our needs analysis, Louis even extended his service by helping us to compare policies from different companies to ensure that we take up the best fit policy that meets our gaps.
He has definitely won us over in many ways, and we feel most assured and taken care of now that we have him as our agent. We would definitely be recommending Louis to our peers and families for their insurance and financial needs. Thank you Louis!Read MoreRead less
I have known Stanley and Shaling (his partner) since April 2016. We have been working together since then to provide expeditious and... comprehensive care to clients under their charge.
From our interactions, it is clear to me that both Stanley and Shaling possess an extraordinary ability to connect and communicate with those from varying backgrounds. Their clients know they have genuinely caring advisors looking after their well-being. Both of them work tirelessly, coordinating between their clients, doctors and hospitals to provide a seamless service. This leaves their clients to concentrate only on their recovery, without any worry on the ancillary processes behind it.
At a personal level, it has been a pleasure and privilege to have known them both as friends. Their openness helps to drive a honest relationship that builds itself on trust. It is thus the past years that we have known each other, Stanley and Shaling have shown themselves to be dependable and trustworthy.
It is because of this that I would heartily recommend the services of Stanley & Shaling to anyone who is considering financial planning and insurance services.Read MoreRead less
Get In Touch!
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Have A Question?
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Monday to Friday
9am to 5.30pm
SP-Steadfast Associates
3 Tampines Grande
#03-27
Singapore 528799