PeakStart
From your very first pay cheque, this service will empower you to make the right choices in how you spend, save, and invest. Our tailor-made plans will give you the first-mover advantage to create a financially secure future and achieve your goals. This is an advice-only, one-time service to get you started on your journey towards financial independence.
Get high quality advice and implement recommendations on your own
Wealth accumulation towards one financial goal (except retirement and children’s education)
A one-time flat fee advisory service
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source.
PeakPlan
You have the blueprint for your life ready – the car, the house, the university for your children … but you could do with an expert strategy to tell you how to accomplish this. PeakPlan does just that: provides a deep dive into what you have, what you need to do and how to get you there. We’ll give you a master plan, and you get to execute it. This is an advice-only, one-time service that provides you with a comprehensive plan to steer you towards your goals.
Simple, clear and time-bound
A high-quality, one-time customised plan to meet your goals
Pay a fixed fee regardless of asset size
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source.
PeakDirect
If you’re looking for a long-term, transparent and consultative service that provides frequent monitoring and feedback, PeakDirect has been crafted for you. In this service, we will advise, implement, review and revise recommendations to make sure they’re always aligned with your goals. In this service, the customer pays a certain percentage on assets under advice.
A high-quality, long-term customised plan to meet your goals
Eligible for reviews once every four months in the first year and in subsequent years based on your segmentation
A fee structure that is based on a percentage of assets under advice
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source.
PeakFolio
In this service, we’ll take managing money off your to-do list so you create space to do what you love. Growing wealth needs nurturing, time, and a team of experts who manage portfolios all day. Luckily for you, this is what we do best. This long-term, consultative, comprehensive service comes with a bonus of convenience.
Eligible for reviews once every four months in the first year and in subsequent years based on your segmentation
Get assistance with all service requests relating to transactions implemented by PeakAlpha
Convenience of timely implementation and support by PeakAlpha’s operations team
PeakAlpha will assist with implementations of recommendations in regular mode, for which it will receive commissions from its financial partners. PeakAlpha does not charge a fee from the client for this service.
This is how financial freedom feels
Sometimes, it’s best left to our customers to tell you how we’ve made a difference to their lives.
Our customers are our focus. When they win, we win.
