Planning with Heart, Built for Legacy.
About
A personal note on where it all began.
Services
Every plan made with Heart, built to last.
Estate Planning
Preserve what you've built with clarity and care.
From will writing to private trust structures, we help you safeguard your assets and ensure your legacy is passed on with intention.
Smart Portfolio Management
Grow with balance and purpose.
Our integrated investment approach combines disciplined asset allocation with personalized strategies — built to weather every season.
Life Insurance Strategies
Protection that evolves with you.
We design life insurance solutions that secure your loved ones, support your goals, and bring peace of mind through every stage of life.
Premium Healthcare
Wellness is the foundation of wealth.
Through our healthcare partners, we provide access to premium medical screening, regenerative wellness, and stem cell programs — ensuring a healthier, longer future.
Services - Estate Planning
Protect what matters, Preserve what lasts
A strategic approach to will and trust planning.
WILL
Your will defines how your story continues. Without one, your legacy is left to chance. We make the process simple, clear, and deeply personal.
PRIVATE TRUST
A trust protects what you've built and ensures your legacy is managed the way you intend. Without one, your assets may face exposure, disputes, or unnecessary taxes.
From Will to Trust — a complete plan for your legacy.
WILL
Direct Asset Instructions
Appoint Guardians for Children
Nominate Executors
Legal Recognition
PRIVATE TRUST
Financial Continuity
Conditional Distribution
Privacy & Confidentiality
Inter-Generational Wealth Transfer
Build Your Future with Heart
Services - Smart Portfolio Management
Work Smarter, Not Harder
Strategies tailored for every kind of investor.
Smart Portfolio Strategy
A disciplined, time-tested investment model — adapted and refined for today's investors.
Originally developed by one of the world's leading hedge fund managers, this strategy focuses on diversified asset allocation to perform across different market conditions.
We've tailored this proven framework into a practical version for our clients — balancing equities, bonds, commodities, and alternative assets to deliver consistent growth, stability, and peace of mind over the long run.
Why choose our strategy?
Heartshaven Smart Portfolio Strategy is built on evidence-based investing and disciplined asset allocation. We design portfolios that balance growth and stability, adapting through every market cycle with care and precision.
Evidence-Based Strategy
Consistent Rebalancing
Proven Results
Diversified for Stability
Transparent Communication
Build Your Future with Heart
Services - Life Insurance Strategies
Because peace of mind should be part of every plan.
A promise of protection — for every chapter of your life.
Ask Yourself:
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Will my family be okay if I'm not around?
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Can they maintain their lifestyle without my income?
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Is my coverage enough — or just basic?
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Does my plan grow with my life changes?
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Will my promises to them still stand tomorrow?
Life insurance isn't just a policy — it's a promise.
Services - Premium Healthcare
Beyond protection — a pathway to premium wellness.
Because every cell tells your story.
We offer premium access to advanced stem cell treatments, trusted by clients both locally and internationally. With over 100 clients choosing our services, we're proud to provide personalized regenerative care designed for renewal, recovery, and long-term wellness.
From VIP treatment coordination to private driver services, every detail is arranged with care — ensuring a seamless and comfortable healing experience from start to finish.
Healing with science, guided by heart.
Career
Join a team where heart meets vision.
Stay tuned.
Contact
Your journey starts with a simple conversation.
Share your details, and let's plan your next chapter together.
Please complete the form below, and a member of our team will get in touch with you promptly.
Heartshaven.
It all starts from Heart.