UBC provides professional financial services and solutions to our valued clients. Working together with our professional consultants, our clients identify their financial goals, plan their financial road-maps and implement financial solutions to achieve their financial goals. Our consultants will recommend the most suitable products and services that meet the needs and budget our clients.


  • Life insurance products: e.g. whole life plan, critical illness plan, endowment plan, medical health plan and etc.
  • General insurance products: e.g. motor insurance, fire insurance, travel insurance, public liability insurance and etc.
  • Will and Trust products: e.g. personal will, business will,  insurance trust, living trust, testamentary trust and etc.
  • Housing Loan: e.g. new housing loan, loan refinancing, MRTA, asset protection plan
  • Unit Trust or Mutual Fund: e.g. equity fund, income fund, bond fund and etc.


  • Personal Financial Planning
  • Estate and Asset Conservation Planning
  • Children Education Planning
  • Retirement Planning
  • Medical Fund Planning
  • Business Succession Planning
  • Trust Formation and Creation Planning
  • Saving & Investment Planning
  • Individual Tax Planning
  • Risk Managment and Insurance Planning
  • WIll Writing and Custodial Services