Pillar 1: The Client Hub & Onboarding Flow
Creating a 360-degree client view from day one.
Your Profile Summary
Recommendations are based on the key details you provided.
Your Primary Goal
Wealth Growth
Your Risk Tolerance
Medium
Your Time Horizon
Long-term (7+ years)
Visualize Your Goals
Click on a goal to see funds that can help you achieve it.
Wealth Growth
Focus on long-term capital appreciation.
Retirement
Build a nest egg for your future.
Dream Purchase
Save for a specific big-ticket item.
Example Funds for Wealth Growth
Wealth Invest
A flexible single premium ILP allowing investment via Cash, SRS, and CPF. Offers a wide range of funds for wealth accumulation.
Risk Level: Medium
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Goal Builder II
A regular premium ILP that combines lifelong protection with flexible wealth accumulation for goal-based planning.
Risk Level: Medium
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Allianz Global Artificial Intelligence
Aims for long-term capital growth by investing in global equity markets with a focus on the evolution of artificial intelligence.
Risk Level: High
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