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Vision
To create a successful business in financial planning which is among the best
in the industry; and
To help clients to achieve their financial goals and be financially independent
in their lifetime.
Mission
"To create value and quality in the financial services that we provide with the
assurance that our clients' interests are protected at all times."
CTLA Marketing Philosophy
Commit to Excellence
We address your needs and develop practical solutions that meet those needs. As your needs change over time, we will make changes (if necessary) to match them. This is the essence of a financial plan – to ensure that your well-being and financial needs are accommodated in the ever-changing environment. It is therefore, in your interest to keep us informed of major changes in your financial situation.
Talk Investor Language
We identify concern areas that you may not be aware of – such as the need for a proper investment plan for child education or retirement, not just simply investing in equities or unit trusts or buying an insurance policy with the hope that the money will be there when required. Also, there is a need to write a proper will to protect the family assets solely for the family or loved ones, and not just any will that omit to address the risks associated with wealth preservation and distribution. The objectives are to ensure that you understand your needs and help you meet those needs according to your affordability.
Let Investors have a choice
We provide practical solutions that allow you alternatives that would meet your needs. There is always more than one way to reach a goal. It is unlikely that two different approaches will produce exactly the same result – usually different but may be equally suitable. It is like making a decision to buy a Darlie or Colgate toothpaste, or Lipton or Boh tea, or a plasma or LCD television. Most financial products or services are in this category – where all developers of such products claim to give the best value. Our role therefore, is to help you select a solution (not just a product) that would best meet your objectives.
Add Value to Service
We want you to fully understand the plan we have written for you so that you can play an effective role in managing your financial affairs. To help you achieve this purpose, we will be sharing with you relevant information that will help educate you in the process. This is important as you are also responsible for the success of your own financial plan. Our role is to guide you along and help bring you back in line should you deviate from the plan.
You are free to communicate with us as and when you require advice relating to your financial plan.
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