Wealth Management
Advice At Your Fingertip
Plan The Wealth
Shape your journey under the guidance of our experts.
Further Education
Knowledge is an unlimited sky. An adequate education fund allows you to explore your favorite discipline and institute world wide. To plan your education pathway, our consultant can plan ahead with you on the education fund that covers all the cost that involves, including course fee , accommodation, living and traveling cost, and coverage on insurance.
Entrepreneurship
From an innovative idea to setting up and running a business, we help you construct a financial plan to balance the start up and operating cost, and to support your business growth with cash flow management and the source of financing. We are ready to be your best financial partner in the road of success.
Marriage
Getting married starts a new page of life, it also brings a lifetime memories filled will love and joy. Together with your loved one, we help to develop a budget and financial plan for your dream wedding, honeymoon travel, housing and renovation. From a family of two to having new born children, a long term wealth planning is important for a sustainable growth of your family wealth and match your family needs.
Retirement
Retirement is to enjoy the fruitful result from your early wealth planning. With average lifespans increasing, you would be looking at a longer period of retirement planning. The sooner you start planning, the more secure your retirement will be. A stable cash flow for day-to-day living cost, comprehensive protection on your health and wealth, and fulfilling your retirement dreams.
Grow Your Wealth
Navigating a vibrant market together
Optimize Your Capital
At Flywheel Financial Strategy, we understand the challenges of optimizing capital utilization and recognize that many people worldwide can grow their wealth but encounter obstacles due to limited capital flow. We focus on revitalizing your assets through intelligent restructuring and allocation, committed to fostering a positive cycle of wealth growth and capital flexibility for your financial well-being.
Create a Saving Plan
Never underestimate the power of saving. The discipline of saving early in life can yield numerous benefits. How can you choose the best saving products? You’re in good hands with us, as we meticulously select the finest insurance products for your needs. Our primary objective is to bridge the information gap between market buyers and sellers with complete transparency, while protecting your wealth. Moreover, we provide options for international insurance coverage to guarantee your financial security.
Maintain a well-
diversified portfolio
As you navigate different life stages and situations, your financial plans must adapt to your changing needs. Flywheel Financial Strategy is dedicated to creating customized tools and strategies for each client based on their unique requirements. We offer options such as fund products, private equity funds, and an upcoming Stock Alert service. We are committed to being your supportive partner and helping you achieve your financial goals.
Secure Your Family
with Insurance
In the face of life’s uncertainties, Flywheel Financial Strategy prioritizes your family’s well-being with tailored insurance solutions. Our offerings include long-term care and disability insurance, designed to protect your loved ones against unexpected events. We will help ensure your family’s financial stability for generations to come.