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Working with an Advisor
At ATA, we understand the unique challenges that life-altering events can bring, especially for women. Whether you’re dealing with the loss of a loved one, navigating a divorce, planning for retirement, or undergoing a career change, we are here to provide reliable financial guidance during these stressful transitions.
Our compassionate and skilled team of financial professionals is dedicated to supporting you with sound financial advice through both the highs and lows of life:
Loss of a Loved One: We help ease the burden of estate and tax planning, investments, and more, guiding you toward a secure financial future while you heal.
Divorce: As experts in divorce financial advisory, we offer valuable insights on taxes, retirement plans, health insurance, and other financial aspects related to divorce, ensuring you have the support you need.
Inheritance: We provide thoughtful guidance to help you manage inherited assets effectively, helping to alleviate the overwhelming feelings that can accompany a significant financial windfall.
Retirement: ATA ensures you can retire with confidence, offering expert wealth management to help you achieve your retirement goals on your terms.
Career Change: Changing careers can be rewarding but also requires careful financial planning. ATA is here to help you make informed decisions during this transition, easing your path forward with expert advice.
ATA offers a boutique experience with a personalized approach that sets us apart from other financial advisory firms. Our low client-to-advisor ratio allows us to provide exceptional attention to each client, ensuring they have financial peace of mind even during life’s most turbulent changes.
Each of us has a deeply personal reason for pursuing this work, driving our passion and dedication. These qualities are among the many reasons our clients love working with us. We pride ourselves on building strong, lasting relationships with our clients, reflected in our impressive 98% client retention rate, well above the industry average.
Absolutely! We are happy to collaborate with any professionals already guiding you. With your consent, we can exchange information and ideas with your team to enhance the advice we offer. Your team may include an accountant, estate planning attorney, property and casualty insurance agent, and other specialists like life, disability, long-term care, and health insurance experts.
Over the past three decades, ATA has also established trusted relationships with a network of professionals you may need throughout your financial journey. We’re here to help you build a team of knowledgeable and caring experts whenever you need it!
No. There is no fee for your initial meeting with our ATA Financial advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.
Financial Planning Support
Yes! Are you approaching retirement and need a solid plan? Changing jobs, getting married, or going through a divorce? Saving for your child’s education? We’ll create a customized financial plan tailored to your needs, mapping out your financial future up to age 95 and beyond.
Your financial plan is a living, breathing document. For most of our clients, we update their financial plan each year.
Getting Started
Choosing the right wealth management firm to trust with your finances is as crucial as finding a good doctor. You need someone you can rely on, who genuinely cares about your best interests, and takes the time to understand your unique needs. Let’s begin this journey together!
Call our office at +65 8838 8178 to schedule your initial complimentary consultation. During this meeting, we’ll review your complete financial picture and determine if we’re the right fit as your financial advisor.
You still have a question?
If you cannot find answer to your question in our FAQ, you can always contact us. We will answer to you shortly!
