Shake Hands


Our professionals assist you with all your wealth management needs. More specifically, we provide current financial condition analysis, financial goal setting, insurance portfolio review, planning for investments, tax, and estates.



Our focus on quality ensures clients receive a service that meets the highest professional standards. As such, we keep your business legally compliant to ensure your success.



Our skilled professionals provide fast tailored solutions to meet your ever changing needs. Because of our focus on speed, we can assist you in achieving a quicker return on your investment.



Our project managers are available throughout the life of your new venture. As a result, you will receive regular updates and be informed of any new risks effecting your project.


Badan Nasional Sertifikasi Profesi (Indonesian Professional Certification Authority), Certified Financial Planner Certificate of Proficiency License: 
CFP 1600 0350
The Society of Will Writers and Estate Planning Practitioners, Associate Estate Planning Practitioner License: 
EPPL (INA) 201600436
Certified Wealth Managers’ Association, Certified Wealth Manager
006/CWMA/LMFEBUI-2017 (CWMA) & KEU.030 3843817 (BNSP)
Badan Nasional Sertifikasi Profesi (Indonesian Professional Certification Authority), Certified Risk Professional Certificate of Competence License: 
66123 2421 0000448 2016, No.Reg.KEU.211.00450 2016
Qualified Wealth Planner Academy, Qualified Wealth Planner License: 2016/10/08
Otoritas Jasa Keuangan 
(Financial Services Authority), Licensed Broker Dealer License:
Otoritas Jasa Keuangan 
(Financial Services Authority), Wakil Manajer Investasi (perorangan)
(Licensed Investment Manager) License: 


Financial Check Up
Statement of financial position (net worth)
Statement of profit and loss
Financial check up analysis

Insurance Portfolio Review
Review of current Insurance Protection
Recommendation for Insurance Policy

Investment Planning
Review of current investment plan
Opening an investment account
Action Plan for investment and recommendation
Investment performance review

Tax Planning
Tax planning recommendation
Tax filing and reporting

Pension Planning
Pension plan recommendation
Action plan for pension and recommendation

Estate Planning
Estate planning recommendation
Wills deeds


“My adviser is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together, the advice that he has provided was always well-organised and straight to the point. There was no fluff and everything was transparent. Not only were his comparisons thorough and detailed, he uses clear strategies which always gives us very helpful suggestions on what we should and should not do.

We are pleased to have him as our adviser and fully entrust our risk management and retirement planning to him.”

– Mr. Jean Gabriel Dufresse

“I was introduced to my adviser by my colleague. I have known him for the past one year and I find him to be very competent and professional compared to my previous adviser. Prior to having professional advice, I found that I was lacking of such knowledge knowing that it is important. Thanks to him, I am now more confident in investing.”

– Miss Dian Tendra

Time to Talk?

 Phone: +62 21 520 4989 

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