Journey Beyond Finance
Enabling Lives, Empowering Future
Founded by Jenelle Ong, a trusted planner with over a decade of experience, we simplify complex decisions and provide tailored support for personal and corporate needs.
Our vision is to turn financial concerns into confidence through clarity, continuity, and confidence.
Comprehensive
Financial Services
Personal Planning Solutions
Life Insurance
Provides financial and liability protection and security for your loved ones in the event of your death, ensuring they can maintain their standard of living and cover essential expenses.
Medical Insurance
Offers comprehensive coverage for medical expenses, including doctor visits, hospital stays, surgeries, and prescription medications, providing access to quality healthcare and financial protection against high medical costs.
Personal Accident Insurance
Receive financial support for accidental injuries, disabilities, or death, covering expenses such as hospitalization and rehabilitation.
Income Replacement Protection
Protect your income-producing years from life's unexpected events. We provide honest, authentic advice to ensure lifelong peace of mind with no unnecessary features.
Tertiary Education Planning
Secure your children's educational future without compromising your quality of life. Start investing early to provide them with choices for higher learning.
Saving & Investments
Achieve your short-term and long-term financial goals with tailored solutions. We offer personalized guidance to help you navigate potential pitfalls and opportunities.
Retirement Planning
Plan for a fulfilling retirement by sharing your desired lifestyle with us. We help you strategize to achieve your goals without compromising your current quality of life.
Short-Term Planning
Enjoy life today while preparing for the future. We assist you in balancing immediate desires like vacations and home upgrades with long-term financial stability.
Legacy Planning
Ensure your wealth is passed on according to your wishes. We work with you to secure the financial future of your loved ones through comprehensive estate planning.
Corporate Solutions
Business Risk Management
Protect your business from unforeseen risks with customized strategies that minimize potential threats to your operations.
Employee Benefits and Retention Programs
Enhance job satisfaction and loyalty among your staff with tailored employee insurance packages and wellness programs.
Our
Partners
