Services
All services are provided in Singapore under Singapore regulations.
How to choose and verify a financial consultant in Singapore: see Financial planning in Singapore. Background: About Zhong Qi.
8 services
1. SGD / USD Savings Planning
For long-term goals such as children’s education and retirement, I map out your family goals and when the money will be needed, and propose an overall plan that takes Singapore’s relevant schemes into account.
Learn more →2. Life Protection and Legacy Planning
I review your family responsibilities and protection needs, and plan beneficiary arrangements and legacy.
Learn more →3. Investment Planning
I understand your goals and risk tolerance, plan a long-term investment approach and review it regularly.
Learn more →4. Protection Planning
Medical, critical illness and accident protection for individuals and families; employee benefits planning for companies.
Learn more →5. Bank and Private Banking Accounts
Help with opening priority banking and corporate accounts with local Singapore banks, and private banking accounts in Singapore.
Learn more →6. Company Setup in Singapore
Singapore company incorporation, corporate secretarial services, accounting and tax filing, annual compliance and bank account opening.
Learn more →7. Residency Planning
The Singapore “self-employed EP” pathway, and other overseas residency planning.
Learn more →8. Education Planning
Singapore school recommendations, applications, Student’s Pass and follow-up on studies.
Learn more →Who provides each service
- Savings, life protection and legacy, investment and protection planning: provided by Zhong Qi within the scope of his MAS registration.
- Bank and private banking accounts: handled by qualified partner institutions or professionals, with approval at the bank's discretion; Zhong Qi can help clarify your needs and coordinate.
- Company setup, residency planning and education planning: handled by qualified partner institutions or professionals, whose fees and agreements are set out separately by them; Zhong Qi can help clarify your needs and coordinate.
How it works
| Step | What happens | What you do |
|---|---|---|
| 1. Initial conversation | 30–60 minutes to understand your family, goals and concerns; online or in person | Tell me what you would like to solve |
| 2. Needs analysis | A Fact Find and risk profiling as required by Singapore regulations | Provide the necessary basic information |
| 3. Recommendation | A written proposal with explanations | Ask questions, compare and consider |
| 4. Application | Applications or account opening through the formal process in Singapore | Provide documents as required and sign in the specified way |
| 5. Delivery | Implementation and a walkthrough of the documents | Check the documents |
| 6. Ongoing service | Annual reviews, help with changes and claims | Let your consultant know when your life changes |
What to prepare before a consultation
- What you would like to solve (e.g. children's education, retirement, family protection, company setup, residency)
- Your family members (ages, whether you have children or parents to support)
- Your country or region and residency status
- Any existing arrangements
Identity documents and bank statements are only requested as needed during the formal process.
Service boundaries and compliance
- I do not provide tax or legal advice; for such matters, please consult a professional accountant or lawyer.
- No promises are made on investment returns, underwriting outcomes or residency application results.
- Specific proposals follow Singapore's formal processes and official documents.
- Client information is handled under Singapore's Personal Data Protection Act (PDPA) and the firm's policies.
Would you like to talk about your situation? The initial conversation takes 30–60 minutes, online or in person.
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