Our Services
Comprehensive Financial Solutions Tailored to You
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Bespoke Financial Planning
We believe that a robust financial foundation is essential for realising your most ambitious life goals. Our bespoke financial planning service offers an in-depth, holistic assessment of your financial landscape, encompassing tailored budgeting, strategic investments, wealth growth, and debt optimisation. Whether you’re preparing for a significant life milestone, managing complex financial commitments, or focused on cultivating enduring wealth, our personalised plans are crafted to deliver unparalleled financial clarity and sustained success.
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Wealth Management
Our Elite Wealth Management service is crafted to elevate, safeguard, and steward your wealth with precision. We take a bespoke, holistic approach, meticulously aligning with your risk profile, financial aspirations, and prevailing market conditions to create investment strategies that maximise returns while prudently mitigating risks. From curated portfolio diversification to strategic risk management, we ensure your wealth is expertly managed and seamlessly aligned with your legacy and long-term vision.
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Timeless Retirement Solutions
Securing a comfortable and fulfilling retirement is a cornerstone of enduring wealth. Our exclusive retirement planning service is tailored for discerning individuals, offering strategic guidance to ensure your wealth provides for the lifestyle you envision. We meticulously evaluate your future aspirations, project refined living expenses, and manage retirement assets with precision. Whether you are beginning to shape your legacy or approaching retirement, our bespoke approach empowers you to enjoy your later years with financial confidence and tranquillity.
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Legacy Preservation
Your legacy extends beyond wealth – it is the lasting impact you leave for future generations. Our exclusive Legacy Preservation service is designed for individuals who seek to preserve and transfer wealth seamlessly, ensuring that your assets are safeguarded and passed down precisely according to your vision, with minimal tax implications and legal complexities. Through bespoke estate planning, expertly crafted wills, and tailored trust management, we help you establish a heritage that endures, providing absolute peace of mind that your family’s financial future is both secure and thoughtfully managed.
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Wealth Protection Planning
Life is ever-evolving, and securing the future of you and your loved ones against unforeseen events is paramount. Our bespoke Wealth Protection Planning service curates premium insurance solutions tailored to safeguard your financial legacy. From health and life to disability coverage, we meticulously assess your unique needs and craft a personalised strategy, offering you and your family enduring peace of mind and financial security.
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Strategic Tax Optimisation
Navigating the complexities of tax regulations can be daunting. Our exclusive Tax Optimisation service is crafted to maximise your savings and strategically minimise tax liabilities. We identify bespoke opportunities for tax efficiency, from tailored deductions and credits to tax-advantaged investment strategies, ensuring full compliance while optimising your financial position and preserving your wealth.
Personalised Expertise, Proven Results, Lasting Relationships
At Stewardship, we offer more than financial advice—we forge enduring partnerships grounded in trust, discretion, and an intimate understanding of your unique financial aspirations. With over 20 years of expertise, we have had the privilege of guiding high-net-worth individuals, distinguished professionals, and legacy-focused families toward lasting financial prosperity.
Experienced Advisors
Our team of certified professionals brings decades of expertise to guide your financial success.
Tailored Solutions
We create personalized financial strategies that align with your unique goals and aspirations.
Approach
We manage every aspect of your financial well-being with a holistic, detail-oriented approach.
Long-Term Relationships
We build lasting partnerships with clients, providing ongoing support throughout financial journey.
Reviews From Our Clients
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Each adviser I dealt with previously was only able to advise me on his/her own organisation's products. Mr Lee, however, has been able to clarify for my review, products from a range of different banks and insurance companies. With his patient guidance, I am now in the process of "rearranging" my financial portfolio so that it gives me a sense of security, rather than vague anxieties I have always experienced.
Ms Lorraine Boudville Principal Educational PsychologistSong Yong possess the passion, knowledge and a genuine interest in achieving the best for his clients’ needs. He has been my Financial Advisor Representative for more than six years and always explain everything thoroughly based on his professional acumen, and I never feel uncomfortable asking question or expressing an opinion. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial planning.
Emily Ng Senior AccountantSong Yong did me a very good turn indeed a number of years back with some excellent financial advice, which saved me quite a bit of money. Had it not been for him, I wouldn't have been aware of a simple step I could take which would pay off handsomely in the long run. He did this willingly, without expecting anything in return, and was personable and professional in the process. I would therefore recommend him unreservedly to others.
Michael Rebaczonok-Padulo Lecturer (Ngee Ann Polytechnic)I found Song Yong approachable, friendly and has a very patient personality. He went through each of my existing insurance policies in simple terms, enabling me to understand how each worked. He also provided advice on how I can make my savings work for me by introducing me to some appropriate investment products. Above all, he did not apply any hard selling pressure on me to take them up. After carefully explaining all details to me he left it to me to make my choice/s and that was much appreciated. Overall, I am satisfied with Song Yong's service and most of all, he is always ready to answer any queries I pose him on insurance/investment matters. I would recommend him to anyone looking for a reliable & trustworthy Financial Advisor Representative.
Susan Low Retiree, Ex-BankerI’m confident Song Yong has my interests at heart. He is thorough and meticulous and reminds me of things that I’ve forgotten I own or things I’m supposed to do. No need at all for me to keep an active look-out; I know I can count on him as he’s just a phone call away. I really appreciate Song Yong’s vast knowledge of available products and trust his advice to source what’s best for me, taking into consideration my lifestyle. So unlike my previous experiences with insurance agents who only know what’s offered by their companies and were not able to discuss their competitors’ products.
Denna Ong Retiree, Ex-Educator
Song Yong has been my financial adviser representative for more than 12 years. He has helped me a long way to plan better for myself and my family. He impresses me with his vast knowledge of the different available plans and his patience in explaining to me the details. He delivers with great professionalism and at the same time with such genuine concern for his clients.
Dr Emily Ho Clinical Services Director (National University Hospital)