About Us

Our Methods

PromiseLand takes pride in our high-quality customer service. With a systematic and guided approach, our Financial Advisers follow a stringent process in ensuring that every delivery meets the expectations of our customers to their delights.

Financial & Investment
& Advisory Process

01.

Establish and define client- representative relationship

  • Meet with you
  • Introduce the company, disclose his status and explain his roles and the types of financial advisory service and investment products he can provide.
  • Explain the purpose of the meeting.
03.

Analyse and Evaluate Financial Status

  • Analyse the information gathered.
  • Evaluate your financial situation in relation to your objectives.

This analysis and evaluation help to establish the basis on which recommendations can be made.

05.

Implement Recommendations

  • Your FA Representative will select appropriate plans for implementation and proceed on your instruction.
02.

Data Gathering including Goals

  • Identify your life stages.
  • Explore your needs and determine your concerns and financial goals.
  • Gather your financial information and your attitude to risk.
  • Update any of your changes, where necessary.

Identify your life stages. Explore your needs and determine your concerns and financial goals. Gather your financial information and your attitude to risk. Update any of your changes, where necessary.

04.

Develop and Present Recommendations

  • Explore relevant alternatives to meet your financial objectives.
  • Design a solution and options that can reasonably meet your financial objectives.
  • Explain to you the basis of the recommendation, as well as the costs and charges involved, and the features of the products recommended.

The FA Representative will present to you a proper recommendation in writing and give you a copy of The Financial Planner, needs analysis and Recommendations.

06.

Review with Clients Periodically

  • Your FA Representative will contact you to conduct periodic reviews of the plan to ensure continued appropriateness.

Monitoring of the plan ensures that you are achieving your financial objectives. It is normal to conduct a review annually. Your FA Representative will advise you to initiate a review whenever there is a change in your objectives, personal or financial circumstances.

01.

Establish and define client- representative relationship

  • Meet with you
  • Introduce the company, disclose his status and explain his roles and the types of financial advisory service and investment products he can provide.
  • Explain the purpose of the meeting.
02.

Data Gathering including Goals

  • Identify your life stages.
  • Explore your needs and determine your concerns and financial goals.
  • Gather your financial information and your attitude to risk.
  • Update any of your changes, where necessary.

Identify your life stages. Explore your needs and determine your concerns and financial goals. Gather your financial information and your attitude to risk. Update any of your changes, where necessary.

03.

Analyse and Evaluate Financial Status

  • Analyse the information gathered.
  • Evaluate your financial situation in relation to your objectives.

This analysis and evaluation help to establish the basis on which recommendations can be made.

04.

Develop and Present Recommendations

  • Explore relevant alternatives to meet your financial objectives.
  • Design a solution and options that can reasonably meet your financial objectives.
  • Explain to you the basis of the recommendation, as well as the costs and charges involved, and the features of the products recommended.

The FA Representative will present to you a proper recommendation in writing and give you a copy of The Financial Planner, needs analysis and Recommendations.

05.

Implement Recommendations

  • Your FA Representative will select appropriate plans for implementation and proceed on your instruction.
06.

Review with Clients Periodically

  • Your FA Representative will contact you to conduct periodic reviews of the plan to ensure continued appropriateness.

Monitoring of the plan ensures that you are achieving your financial objectives. It is normal to conduct a review annually. Your FA Representative will advise you to initiate a review whenever there is a change in your objectives, personal or financial circumstances.

Meeting your needs

In PromiseLand, we have an extensive range of products from our Partners to our very own in-house products to meet your needs. Browse through our extensive product range or simply book an appointment to speak to any of our advisers.

Help at Hand

We are just a call away and we love to hear from you.

Appointment

Book an appointment with one of our Financial Advisers at your convenience.

Reach out to us

Chat with us if you need immediate assistance. We are here for you.

Journeying with You

Journeying through some challenges in life can be tough and we know.  We make sure that every step of the way, we are there to help you.

Andrew Han

MINDEF - Assistant Director (IT systems)/SMART buildings
I was actually in the market looking for a short term saving plan with guaranteed returns of between 10 to 12%/annum. Jeremy was able to refer me to an opportunity that offered a financial platform which guarantees by contract my

Abe Fumika

Consultant
She is knowledgeable, responsible and do not ‘hard sell’ her policies. Rachel has always been in this industry. She is always here to take care of my questions and to constantly update me with regards to change in policy’s terms

Esther Lee

Doctor
Rachael has been our financial consultant for the past 5 years and we have been very pleased with her service and professionalism. With our busy schedules, Rachael is always very understanding and accommodating. She is also very transparent in sharing

Wong Hoe Hon

Director of Eastern Green
Roger is a great person with great character. He is very trustworthy and provides excellent service. I gained much clarity after speaking with him! He was able to show me a clear overview across insurers and even shared with me

Dicky Ho

Information Technology Security Officer
Joseph is a very hardworking and responsible consultant. He gives the best advice and solutions after analyzing my needs. He is also a very good trusted friend. I am very pleased to have him to take care of my portfolio.

Satyajit RK

Recruitment Consultant
Daniel has provided an excellent service. He recommended policy that matched my requirements. Thank you!

Felix Setiawan

Interior Designer
Nelson is different from others, he is knowledgeable in his industry. I appreciate his professionalism as he only recommended solutions based on my needs. He is extremely helpful and is willing to go the extra mile for his clients. I

Joel Rodrigues

Chief Investment Office - Investment Content Manager
I decided to work with Daniel for my financial planning matters as he was able to provide me with the information that I need whilst remaining objective about his recommendation. Throughout my interaction with Daniel, I appreciate the fact that

Klaire Chan

Adult Educator
Prompt and patient, responsive and responsible, Anne was a real blessing in her attentive consultations, efficient follow-throughs and thoughtful support. I know I can trust her to be there for me on this journey to financial health!

Jackie

Professor
I have known Ron since 2015 and find him to be a professional who truly listens to all my needs. He provides great solutions for my retirement planning, and I am happy with it.

Tan Jia Jun

Director at Unisprings
Excellent and fast service by Daniel Choo!

Henry Koo

Consultant, Chief Financial Officer, FMCG, FCA
Jeremy genuinely cares, is always willing to help and advises from the heart. He is knowledgeable about various financial and insurance products and offers a holistic retirement/financial planning approach.

Alan Koo

SABECO - Chief Financial Officer/Deputy General Director
I was introduced to Jeremy via a referral. Overall, I was happy with the service that Jeremy rendered given my requirements. Good follow through and always able to provide different offerings for me to decide upon and not just a

Jenny 

Sales Manager
I get to know Joseph as my financial planner in year 2019 . He is a great person with great character. He is very trustworthy and provides excellent service. Joseph has made the process of dealing with insurance easy and

Hannah

Teacher
I am glad to have chanced upon Midas and met Joseph and Kardiono when I was looking for an investment plan that could grow my funds for retirement. Having exhausted my funds on housing and surrendered my investment link insurance

Eric Elsig Fabian

NIKE - Director Treasury Asia
I have been looking for a long time for someone who could explain me the maze of financial planning, until I met Jeremy, everything become crystal clear. Throughout the different meetings, Jeremy has been able to identify my needs and

Yew Chi Sing

MAS - Deputy Director
“Jeremy has provided me with great advice in financial planning. As an independent financial adviser, I truly appreciate that he's able to analyse and compare across all the market products available which best fit my requirements. He has helped me

Lock

Head of Security and Compliance
Wai Hon has extensive experiences in the financial services industry in various capacities. As an advisor, he is very professional in helping me to find the best product in the market that suits my exact needs. He is helpful in