Services and pricing
Service offerings
Clear descriptions to aid selection
Complimentary introductory call
A brief, factual discussion to determine suitability of purpose-aligned planning for your situation. The call is informational and non-obligatory.
- 15–30 minute consult
- Clarify primary objectives
- Outline potential next steps
Foundational Review
A single-cycle engagement that produces a documented purpose statement, a high-level allocation approach, and an action checklist suitable for execution under local considerations.
- Purpose mapping workshop
- High-level allocation and availability guidance
- Documented assumptions and review triggers
Structured Plan
A multi-step engagement including scenario modeling, tax-conscious transfer options, and a governance checklist. Recommended for clients with multi-asset collection or intergenerational objectives.
- Detailed scenario modeling
- Customized implementation roadmap
- Governance and documentation templates
Transparent pricing and scope
Service descriptions focus on scope, typical deliverables, and decision points. Pricing aligns with complexity and documented time estimates. Clients receive a clear engagement letter that lists deliverables and review cadence.
Complimentary introductory call
An introductory conversation to identify whether purpose-aligned planning is suitable. The session is informational and provides suggested next steps without ongoing obligations.
Limited to new prospective clients. Scheduling subject to availability.
- Introductory call (15–30 min)
- Purpose clarification prompts
- Suggested next steps
- No obligation summary
Foundational Review
Foundational Review that produces a succinct plan and criteria for future reviews. Suitable for individuals or small family units seeking structured clarity.
Delivery typically within 4 weeks of engagement and receipt of documents.
- Purpose mapping workshop
- High-level allocation guidance
- Availability and cashflow considerations
- Documented assumptions & triggers
- Follow-up clarification session
Structured Plan
Structured Plan with scenario analysis and implementation guidance. Designed for complexity or multi-stakeholder contexts where governance and documentation matter.
Typical engagement duration: 6–10 weeks depending on scope.
- Scenario modeling and sensitivity analysis
- Implementation roadmap with timelines
- Tax and transfer option summaries
- Governance framework and documentation
- Quarterly monitoring schedule
- Coordination with custodians and advisors
Understand purpose-driven wealth strategies
Access explanatory guides and templates that outline how to align business choices with personal objectives and constraints.
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Start with a purpose clarification
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Review scenario outputs
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Adopt documented governance
Purpose-led strategy examples
Visit or contact WealthLtopCore
WealthLtopCore provides factual consultations from our Singapore office. For on-site meetings or mail, use the address below. Phone and email are available for scheduling and brief inquiries.
Corporate address
1 Fullerton Road, Singapore, 049213. Office operations and client meetings are scheduled by appointment to ensure focused, documented sessions.
Get directionsPhone and email
Phone: +6586635614. For written communications, clients receive a clear agenda and pre-meeting checklist to prepare factual materials for review.
Contact supportBusiness identification
Business ID: S5962820A. Documentation and engagement letters reference applicable Singapore regulatory context and standard compliance considerations.
Get directionsAlign your resources with purpose
Explore practical strategies that integrate business planning with long-term purpose. WealthLtopCore provides structured guidance to help clarify objectives, measure progress and make adjustments over time.
Purpose-First Business Review
A structured review that maps current assets, liabilities and recurring cash flows against stated life priorities. This assessment identifies gaps between current business status and purpose-aligned goals, producing a concise action list for next steps.
Read assessment stepsRisk Calibration and Allocation
An objective approach to calibrate risk tolerance relative to time horizon and purpose constraints. Allocation recommendations emphasize diversification, availability needs and tax-aware placement suitable for Singapore-based supporter.
See allocation frameworkOngoing Purpose Monitoring
Periodic reviews and simple performance metrics designed to track progress toward purpose-driven goals without chasing short-term market noise. Reviews include scenario updates and recommended adjustments based on life changes.
Schedule a review