© 2017-2019 Bill Morrisons

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Office Tel: +603-7688 4468

MASS AFFLUENT

"Wealth is the ability to
fully experience life."

Your financial matters are unique to you and incorporates all the things you value most – your family, your home, your passion, your work, your legacy. Your financial need changes at every life stage. It requires care and attention. At Bill Morrisons, we will designate a Professional Advisor to help you plan and manage your financial needs every step of the way. We have a wide range of wealth management solutions to support your needs be it income protection, savings for education, planning your retirement, accumulating your wealth and planning your legacy.

PROTECTION

The saying goes there’s nothing certain in life except death and taxes. A statement that might seem funny to many but tells the exact truth to some. The fact of the matter is that there are no certainties in life and the only one thing you can do is to try to minimise any risks and to ensure it can be controlled. Whether you are living on your own or with your family, it is always important to plan for any unforeseen circumstances that may arise. Ask us today on what income protection is and how you can achieve it.

SAVINGS

In life there’s a lot of uncertainties which would affect our lives for the better or for worse but we know it is always not the former but the latter. Most of the time when it rains, it pours. There’s much in the future that we don’t have control over and setting aside some money for rainy days is certainly for everyone to consider. By organizing and taking control of your future and financial affairs, you can spend less time worrying and more quality time with your loved ones. There is nothing to lose by saving - only a happier future to gain.

WEALTH ACCUMULATION

Some consider that the culture of investments only for those who are financially savvy but for most people like you and me, we invest because we have a purpose. And that purpose can be for a life changing event or for the future that lies ahead of us.

Be it for retirement, for your children’s education or that beautiful home that you always dreamed of. But what is truly powerful is our ability to dare to dream, setting our sights on those objectives and move our will to achieve it- whatever it takes.

 

Through our global platform you can now diversify and create your own investment portfolio and maximise the growth potential of your assets. With more than 40,000 asset classes and multi currencies to choose from, building a portfolio is no longer impossible and is within reach. On top of that, our core satellite approach will guide you to remain focused on your long term goals whilst allowing some flexibility for short term gains.

PASSING YOUR LEGACY

What will you be known for when you leave this earth? The most influential people, the ones who leave behind incredible legacies, will live on in the hearts of the people they touch. Physically, they will no longer be a part of society—but their principles, philosophies and achievements will become immortal, spreading from generation to generation. All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.

 

At Bill Morrisons, we are able to guide you on how you are able to plan for your family’s and your future generation that will survive your name. With careful planning and execution, you can rest at ease to know that your family will be well taken care of with an effective and efficient estate preservation and distribution.

OUR SERVICES
MASS
AFFLUENT

Your financial matters are unique to you and incorporates all the things you value most – your family, your home, your passion, your work, your legacy. Your financial need changes at every life stage. It requires care and attention. At Bill Morrisons, we will designate a Professional Advisor to help you plan and manage your financial needs every step of the way. We have a wide range of wealth management solutions to support your needs be it income protection, savings for education, planning your retirement, accumulating your wealth and planning your legacy.

PRIVATE
WEALTH

At Bill Morrisons, we understand every individual and family has unique dynamics, goals and levels of risks. By gaining an in-depth understanding of your specific needs and objectives, we can help you in...

CORPORATE
ADVISORY

We offer wide range of structured products and Retail Bonds. Innovative products/bespoke solutions at competitive pricing with access to a large panel of private banks. Collaboration with our multiple private banks’ Equities Research team to identify the best investment ideas and themes.

Need more details?
Contact us today!