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FINANCE & WEALTH ADVISORY

What We Do

People nearing the age of retirement warrant special attention. And those in retirement require even greater attention. Unfortunately, many advisors seem ill-prepared to service their older clients. While many seniors will struggle to pay their expenses, others have sufficient means on which to live, as well as additional assets invested elsewhere that will likely outlast them. But this doesn’t have to be the case.

Butterfly place provides financial and wealth management programmes, training and advisory services to prepare Seenages for a fulfilled and independent living. Our advisors are competent, well-informed, and experienced in the areas of investment management and financial counseling.

Butterfly Place do NOT handle investments on behalf of Seenagers. We only provide advice on how members could navigate the murky waters of investments, wealth management, legacies, endowment funds, wills, estates planning, inheritance and related areas.

OUR ADVANTAGE

PERSONALIZED CARE

Care is at the heart of everything we do at Butterfly Place. We build personalized support plan around our members, with their expectations and best interests at the core.

EXCELLENCE IN SERVICE

Excellence is at the core of everything we do. Best individual interests will always be central to delivery of care and support in all our centres. We embrace new ideas and innovation.

DIGNITY & RESPECT

We treat every member with respect and dignity. We always recognize and uphold member’s privacy, confidentiality, preferences, independence and rights. We appreciate diversity.