Free Financial Health Scorecard

Is your money truly working as hard as you do?

Most Singaporeans are either under-protected, under-invested, or both — without even knowing it. Find out where you really stand in just 3 minutes.

⏱ 3 minutes·100% Free·No obligation
Zhi Ann & Regina — The Buffet Investor
Zhi Ann
Financial Services Consultant
Regina
Senior FSC · MDRT 2025
The Reality

Most people don't realise they have gaps until it's too late

Whether you're just starting out or already building wealth, the financial landscape in Singapore is complex. Without the right guidance, it's easy to make costly mistakes that take years to undo.

😟
Underprotected families1 in 3 Singaporeans has insufficient critical illness coverage for their income level
📉
Idle savings losing valueMoney sitting in savings accounts earns less than inflation — your purchasing power shrinks every year
🤷
No clear retirement plan78% of pre-retirees don't have a written plan — leaving their future to chance
What We Do

A complete financial plan — investments and protection, working together

📈
Investment Planning

From Investment-Linked Plans (ILPs) to managed portfolios, we help your money grow in line with your goals — with zero trading stress on your end.

🛡️
Insurance & Protection

Critical illness, hospitalisation, and life coverage structured to protect you and your family at every stage of life — not just ticked boxes.

🏦
Retirement Readiness

CPF optimisation, passive income streams, and estate planning — so you can retire on your own terms, with clarity and confidence.

Zhi Ann & Regina — The Buffet Investor
About Us

The Sibling Advantage — Trust Built for the Long Run

We're Zhi Ann and Regina — siblings and financial consultants who believe that good financial advice should feel like a conversation with someone who genuinely cares about your future. We specialise in helping Singaporeans and Malaysian professionals build wealth and stay protected, through investments and insurance that actually fit their lives.

MDRT 2025 Qualifier — Regina, Senior Financial Services Consultant
Specialists in ILPs, critical illness & hospitalisation planning
Serving Singaporeans & Malaysian professionals in Singapore
100+ clients helped to grow & protect their wealth
100+
clients helped to grow & protect their wealth
3 min
to get your personalised financial health score
100%
free consultation, no obligation ever
What Clients Say

Real results, real people

★★★★★

"Zhi Ann helped me realise my hospitalisation plan had a major gap. Getting it sorted before anything happened gave me enormous peace of mind."

Wei Ling, 34Marketing Manager, Singapore
★★★★★

"Regina walked me through an ILP that actually fits my risk appetite. I finally feel like my savings are doing something useful for my future."

Kai Jun, 29Engineer, Singapore
★★★★★

"As a Malaysian working in Singapore, I wasn't sure where to start. They made the whole process simple and I now have a plan that covers both sides."

Mei Shan, 31Finance Analyst, Singapore
Free Assessment

Find out exactly where your financial plan stands

Answer 14 short questions across investments and protection. Get a personalised score and clear next steps — instantly, for free.

Your Progress 0%
Get In Touch

Ready to take the next step?

Whether you've just completed the assessment or you'd simply like a no-obligation chat, we'd love to hear from you. Reach out through any of the channels below.

Send us a message

Zhi Ann and Regina are Financial Services Consultants representing Legacy FA Pte Ltd, a licensed financial advisory firm under the Monetary Authority of Singapore (MAS). Approval Code: XXXX