Three Decades of Dedication

Service Highlights

Data-Driven Investing

• Quantitative models and proprietary stock screening systems

• Remove emotional interference to ensure that every move is grounded in data, discipline, and sound risk management

Compliant & Transparent

We are:

• Licensed with the Securities and Futures Commission (SFC) (Type 1, Type 4 & Type 9 Services);

• Registered under the Mandatory Provident Fund Authority (MPFA) as a Principal Intermediary;

• A member of the Professional Insurance Brokers Association (PIBA)

Win-Win & Transparent Fee Structure

• Independent adviser - represents clients rather than institutions.

• Our revenue comes solely from management fees and performance fees, not sales/commissions.

• When your portfolio grows, we succeed together.

Our Core Focus

Our Philosophy

We strive for long-term service, not sales

Most wealth firms chase quick commissions and product sales, with little regard for client follow-through or adviser tenure. At Reliance International Financial Planners, we built our name on the long view. Our advisers are career professionals—many with us over 20 years—not transient salespeople. We treat every portfolio as our own. This client-first discipline has kept over 80% of our families with us for more than a decade, and counting.

Through every market cycle over the past 30 years, our commitment has never wavered: to serve with integrity, advise with experience, and place your long-term wellbeing above all else. Your wealth, our lifetime responsibility.

Our team is led by experienced professionals with decades of hands-on expertise across multiple market cycles.