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