Dream Planners Organisation is an innovative and dynamic organization that offers the full suite of services in the area of risk management, wealth accumulation/preservation and retirement planning to individuals and corporations.It is made up of an experienced team which believes in delivering results coupled with teamwork, professionalism and integrity. Over the years, our approach in this business has never changed. We reward and appreciate every client/team members that stood the test of time together with us.Our organisation believes in work-life balance to maintain a team of inspired and highly motivated individuals. We offer valuable skills and experiences to our new additions.We also offer a platform for experienced individuals in the industry. This career path is geared towards leading and inspiring others and a new generation of wealth management trainees
To develop new leads/client accounts and explore possibility of growth
Managing clients’ portfolio, perform financial analysis and planning
Comprehensive financial planning
Personal
Children’s tertiary education
CPF investment schemes
General insurance services
Retirement planning
Corporate
Keyman insurance
Employee benefits scheme
Business succession planning
Customize solutions to meet clients’ needs
Assisting in wealth preservation and capital growth
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- Company:
Dreamplanners Organisation - Designation:
Financial Services Consultant - Profession:
Accounting / Auditing / Taxation, Marketing / Public Relations - Industry:
Finance