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Journey to Affluence

Where wealth meets vision

Our Story

JT Affluence (JTA) began with a belief: that everyone deserves access to financial expertise and solutions that truly make a difference. Founded in 2024 with just five Financial Consultants, we recognised the need for a more personalised approach to financial planning.

 

Our success stems from a focus on character development and fosters a culture of authentic collaboration among our people. This foundation enables us to offer a wide range of services through our trusted partners, ensuring that our clients receive the utmost comprehensive and tailored solutions.

 

JT Affluence (JTA)

 

 

Our Vision

To be the leading provider of financial solutions, recognised for integrity, innovation, quality, and client satisfaction, creating lasting financial well-being.

Our Mission

We empower individuals and businesses with tailored financial solutions, transforming aspirations into lasting success.

What we do

Financial Planning

CORPORATE SOLUTIONS

HEALTH INSURANCE



Our value-added Service collaboration
with our partners

Estate planning

Corporate Services

Medical Concierge Services

Testimonials

Experience Matters

Interested in learning more about us?

Let’s stay connected!

Our Services

  • – Portfolio Restructuring
  • – Investment Advisory
  • – Wealth Preservation
  • – Passive Income Generation
  • – Financial Efficiency Strategies
  • – Asset Protection and Allocation
  • – Comprehensive Coverage
  • – 24/7 Support
  • – Easy Claim Process
  • – Group Insurance
  • – Complimentary Health Screening
  • – Complimentary Flu Vaccination
  • – Health & Wellness Programs
  • – Keyman Insurance
  • – Business Succession

Value-Added Partnerships


We pride ourselves on providing comprehensive, seamless solutions, bridging connections with top-tier partners to ensure all matters are expertly managed and executed.

  • – Will Writing Services
  • – Will Custody
  • – Corporate Executor and Trustee
  • – Trust Services
  • – Standby Trust
  • – Private Trust Company
  • – Lasting Power of Attorney (Form 2)
  • – Specialist Connections
  • – Priority Consultations
  • – Individual Needs Assessments
  • – 24-Hour Medical Consultation
  • – Health Screening Services
  • – Specialist Referrals & Appointments
  • – Post-Operation Recovery
  • – Nurse Care
  • – Worldwide Medical Evacuation
  • Personal Financing:
    • – Property Financing / Re-Financing (Residential)
    • – Personal Loans
    • – Equity Cash Out
  • Corporate Financing:
    • – Business Working Capital / Micro Loan / Business Term Loan (Secured / Unsecured)
    • – Temporary Bridging Loan
    • – Trade Line Financing LC/TR/OD
    • – Equity Cash Out
    • – Property Financing / Re-Financing (Commercial / Industrial)
    • – Factoring / Invoice Discounting
    • – Equipment Financing
    • – Project Financing
    • – Private Funding / Crowdfunding
  • – Global Incorporations
  • – Corporate Secretary
  • – Immigration & Work Passes
  • – Nominee Shares
  • – HR, Payroll & Other Support Services
  • – Corporate Transactions
  • – Investments & Financing
  • – Legal Frameworks & Support
  • – Major Infrastructure Projects
  • – Commercial Agreements
  • – Property Transactions
  • – Legal Due Diligence
  • – Marine Matters
  • – Regulatory Dealings
  • – Intellectual Property Rights
  • – Claims & Prosecutions
  • – Incident Management