UBC provides professional financial services and solutions to our valued clients. Working together with our professional consultants, our clients identify their financial goals, plan their financial road-maps and implement financial solutions to achieve their financial goals. Our consultants will recommend the most suitable products and services that meet the needs and budget our clients.

• Life insurance products: e.g. whole life plan, critical illness plan, endowment plan, medical health plan and etc.
• General insurance products: e.g. motor insurance, fire insurance, travel insurance, public liability insurance and etc.
• Will and Trust products: e.g. personal will, business will,  insurance trust, living trust, testamentary trust and etc.
• Housing Loan: e.g. new housing loan, loan refinancing, MRTA, asset protection plan
• Unit Trust or Mutual Fund: e.g. equity fund, income fund, bond fund and etc.

• Personal Financial Planning
• Estate and Asset Conservation Planning
• Children Education Planning
• Retirement Planning
• Medical Fund Planning
• Business Succession Planning
• Trust Formation and Creation Planning
• Saving & Investment Planning
• Individual Tax Planning
• Risk Managment and Insurance Planning
• WIll Writing and Custodial Services