Originally established in Australia in 1997 by Bruce Barron and Ian McMahon, they then relocated to the financial district of Singapore in 2003. After many years of success we have grown and now have a diverse team of experienced consultants

 

With over 20 years’ experience, we provide a unique combination of international wealth management along with advisory products and services to complement one another. We believe the dynamics of investment cannot be structured pre-packaged plans. That’s why we offer personally tailored financial solutions to help safeguard your financial future.

 

Whatever your financial goals, be it future education, retirement or a new home we can help you get there. We seek to add value for our clients by providing a blueprint for their financial security. Our comprehensive approach and regular reviews help us establish long-term relationships while we work together towards achieving their goals.

We are the guardians of our clients financial security, safeguarding their future financial well-being, while achieving their unique goals.

- Bruce Barron, CEO

Our Services

Everyone’s situation is different so we pride ourselves on creating financial solutions to best suit your needs along with protecting you from any unexpected financial distress.

We offer a transparent service by combining investment strategy advice with a proactive investment management approach.

Regular savings planning

WHAT CAN WE HELP YOU WITH

Saving up for your child’s college education? Or is it that dream vacation you plan to embark on when you retire? Whatever it may be, we understand that you are unique, and so are your financial circumstances, needs and goals. The one thing, however, we aim to help all our clients achieve, is confidence with their funds and financial security, now and in the future.

 

We know that each of your situations is unique, which is why we’re committed to provide you with customised financial solutions that can also help protect you from any financial distress that may come your way.

 

We promise to be fully transparent when serving you, providing unbiased investment strategy advice paired with a proactive investment approach to get you to your goals.

Regular savings planning

WHAT CAN WE HELP YOU WITH

Saving up for your child’s college education? Or is it that dream vacation you plan to embark on when you retire? Whatever it may be, we understand that you are unique, and so are your financial circumstances, needs and goals. The one thing, however, we aim to help all our clients achieve, is confidence with their funds and financial security, now and in the future.

 

We know that each of your situations is unique, which is why we’re committed to provide you with customised financial solutions that can also help protect you from any financial distress that may come your way.

 

We promise to be fully transparent when serving you, providing unbiased investment strategy advice paired with a proactive investment approach to get you to your goals.

WHAT OUR CLIENTS SAY

Niall McDowell

With limited knowledge of the financial world I’ve found working with financial advisers to be a daunting experience. My experience with Michael has been different. For the first time I feel I have a trusted planning partner helping me to accomplish my financial goals. Michael is always thorough in his research of my position and recommendations, and makes sure that I’m fully educated about investments. He is data-driven, transparent, and honest about performance, and the regular detailed statements he sends are great. I have confidence my portfolio is better balanced and healthier than before and I don’t hesitate to recommend Michael to others.

Shiv Chandran

With limited knowledge of the financial world I’ve found working with financial advisers to be a daunting experience. My experience with Jarrad has been different. For the first time I feel I have a trusted planning partner helping me to accomplish my financial goals. Jarrad is always thorough in his research of my position and recommendations, and makes sure that I’m fully educated about investments. He is data-driven, transparent, and honest about performance, and the regular detailed statements he sends are great. I have confidence my portfolio is better balanced and healthier than before and I don’t hesitate to recommend Jarrad to others.

Zulkifli Bin Jabal

Mr Deepak, I am so glad that I met you 4 years ago when my investment was not going anywhere… It is the best investment I have made so far and Mr Deepak has truly live up to my expectations and beyond. As a proof, my daughter has also started her investment plan with Mr Deepak. I can truly relax and allow my investment to appreciate under his watchful eye and wisdom. Thank you Mr Deepak for a job well done.

Book Meeting
close slider