OUR APPROACH TO WEALTH MANAGEMENT

TRUSTED & RELIABLE
Our multi-pronged approach to wealth management has proven effective for over a decade.
IN-DEPTH
APPROACH
We give you tailored, exclusive advice. Because we know, every client is different.
EXPERT
CONSULTANTS
Our team comprises of qualified and experienced consultants who take your wealth seriously.
LASTING
RELATIONSHIPS
We partner with you to generate wealth in the best ways. You can trust us to take you further.

MOVE UP THE FINANCIAL LADDER

From the time you get your first job, to the time you leave the working world,
we're here for you, and here for good.
YOUNG TO MID-LIFE
MID-LIFE
PRE-RETIREMENT
RETIREMENT
We're here to help you establish yourself and settle down.
ADVISORY SOLUTIONS FOR:
• Financial goal setting
• Healthcare
• Savings
• Investment exposure
• Mortgage planning
Settling down, or starting a family? We can help with that.
ADVISORY SOLUTIONS FOR:
• Income protection
• Cash-flow management
• Tax planning
• Investment portfolio
• Education planning
Transition smoothly from career to retirement. Let our advisors fill in the missing links for you.
ADVISORY SOLUTIONS FOR:
• Debt elimination
• Asset protection
• Retirement planning
• Wealth accumulation
• Business succession
We help make sure your wealth stays in the hands of those that matter the most. Always.
ADVISORY SOLUTIONS FOR:
• Long term care
• Legacy planning
• Family trust
• Retirement income
• Charity fund

CASE STUDIES

See how we've made an impact on the lives of our clients.
01 Inefficient Savings
Terry, 35, has worked in Singapore for the last 15 years. Like many young breadwinners, Terry has been losing the battle against inflation. He had saved most of his income in bank accounts and bonds that returned a paltry 3.1% every year. At this rate, it would be difficult for Terry to fulfill his goal of retiring early and returning to Malaysia to be reunited with his family.
For Terry, Opes proposed and implemented solutions including
- Income replacement options to help Terry retire earlier
- An inflation-beating growth investment portfolio with targeted returns of 15%-20%
- An asset distribution and his family peace of mind:

Today, Terry is confident he is on the right track to achieving his financial goals.:
02 Family office management
An affluent family, the Lims, sold their lucrative plantation business after running it for nearly half a century. For the critical task of distributing an immense amount of wealth that would last several generations, they turned to Opes Consulting.
We proposed and implemented a set of Family Office wealth management services for the Lims, including:
- A comprehensive risk assessment of the family’s asset investments
- Tax management services for the assets
- A secure, capital return growth portfolio targeting returns 10-15% per annum
- Options to develop secure, passive income streams through business ventures
- Established risk management & education planning for the next generations
- A restructured real estate planning

Today, the Lims’ relationship with OPES spans two generations. The Lims continue to enjoy a fantastic lifestyle, assured their estate and investments are in good hands.:
03 Debt Restructure
Mandy owns an apparel retail business. She was notified by her bank that she had defaulted on loan obligations related to one of her commercial properties. At first, Mandy did not understand the gravity of the situation. She thought that the property would be put up for auction, and that would mark the end of the default issue. However, when she later learned she was on the verge of being declared bankrupt, she turned to Opes for help.
Opes provided and implemented solutions including:
- Negotiations with Mandy’s bank to settle her outstanding debt with cash
- Connecting Mandy with a group of investors that helped her settle the outstanding debt quickly

Mandy settled her outstanding loan, escaping bankruptcy status. In a win-win arrangement, she and the investors leased out the commercial property and shared the returns.:

GET TAILORED
ADVICE TODAY.
Reach out to us to get your personalised
financial plan.
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