Financial Clarity. Efficient Growth.

We provide clear, straightforward guidance for insurance and investments, helping families and business owners plan with confidence.

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What We Help You With

Financial Services

Life Insurance

Keep your family safe if life takes a turn.

Living Benefits

Get money support when critical illness or disability hits.

Business & Corporate Plans

Protect your team, income and long-term goals.

Investment & Savings Guidance

Grow your money with a clear plan.

Travel Insurance

Stay covered for medical costs and trip issues when you travel.

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Simple Savings Tool

Savings Calculator

Click below and see how your money can grow.
Easy, fast, and clear.

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What People Say

Clients' Voices

Testimonials from our satisfied clients.

Catherine Li

"Katrina is the best insurance advisor I have ever hoped for! She is professional, upfront with everything, and always looking out for us. She has always responded quickly to all my questions and concerns. When I've had life changes..."

Denise Lim

"...Overall, I highly recommend Katrina to anyone in need of life, critical illness, disability insurance. She is professional, attentive, and truly cares about her clients. With her expert advice and great attention to detail, you can be assured that you are in good hands and make the right decision that fits your needs and budget."

EJ

"I couldn't be happier with Katrina and what she has set my family up for... Katrina was extremely knowledgeable and she provided us a range of options that best suited our situation. I feel safe knowing that if anything were to happen that my family is protected. I highly recommend Katrina and will continue to recommend her to my friends and family."

Who We Are

A Team Built on Trust and Integrity

We are licensed advisors who put your needs first.
We guide you with clear steps, honest advice, and simple choices.
Our goal is to help you protect what matters most—your family, your health, and your future.