Profile
Why do business with us?
About Caritas Legacy & Estate Planning Pte Ltd
Caritas Legacy & Estate Planning Pte Ltd offers comprehensive estate planning, Will-writing & Trust services and financial education. It was founded by Philip Khoo, a Financial Consultant who has been providing financial services for 19 years - covering insurance, stock-broking, banking, financial advisory and estate planning. Philip is a Certified Financial Planner (CFPCM) and a member of Financial Planning Association of Singapore. He has also received the Associate Estate Planning Practitioner (AEPPTM) designation awarded and accredited by the Society of Will Writers & Estate Planning Practitioners (UK) and Estate Planning Practitioners Ltd. He holds a Bachelor of Business Administration degree majoring in Finance from NUS.
A franchisee of Rockwills Corporation Pte Ltd, Caritas Legacy has an arrangement with Rockwills Trustee Ltd to facilitate the creation of Trust. Rockwills Corporation Pte Ltd and Rockwills Trustee Ltd are members of the Rockwills International Group. Established in 1995, Rockwills International Group is the largest professional estate planning company in the region, having written 100,000 Wills (as at March 2010). The core businesses of Rockwills International Group are in professional Will-writing and Will custody services, estate and trust administration as well as estate planning services.
Our Vision
To be the preferred and trusted provider of legacy & estate planning services in Singapore.
Our Mission
To inspire and help our clients leave a Legacy and make a difference in the lives of their loved ones. This is done through holistic estate planning that provides financial security and economic freedom for themselves, their families, other beneficiaries during their lifetime and thereafter.
Our Values & Principles
Our clients’ interests always come first! We believe that a high degree of integrity, ethics and professionalism are crucial to our success in providing excellent services and building a trusting relationship with our clients.
We are committed to the holistic estate planning process. This process consists of gathering data, setting goals, identifying potential financial concerns, preparing, analyzing and implementing recommendations, monitoring and revising the plan over time as needed.
We believe in helping the less fortunate ones in our society as well as promoting Planned Giving. Gifts, both large and small, are important. If each of us remembers a favorite charity or cause in our estate plan, the impact would be tremendous!
Who are our clients?
Individual retirees, professionals and business owners who value professional estate planning advice - one who desire to leave a legacy to their favorite charity and/or make a difference in the lives of their loved ones.
Our Services
We specialize in the following services:
- Comprehensive Estate Planning
- Will-writing & Trust services
- Seminar / Financial Education
Your legacy is important. If you like us to review your Will/Estate Plan as well as to share some of our thoughts on Estate Planning strategies, click here for a complimentary 1st consultation.
