Help & Support

Support Services

CO Wealth Advisory is a leading agency and we provide additional services to handle claims, servicing, policy review or if you have lost contact with your agent. Feel free to enquire with us and we will connect you to the correct solutions.

Hear From Our Clients

Cheryl

Can't reach my agent

Ms Cheryl - 26 years old

Very Professional

My previous agent left the industry and I wasn’t sure how to manage my policies. They helped me review everything and transfer the servicing smoothly. I now feel more confident knowing my policies are well taken care of.

Daniel

Policy Review

Mr Daniel - 33 Years Old

Clear Guidance

As someone in my 30s, I wanted to make sure my insurance plans were structured properly. The policy review helped me understand my coverage and whether it still fits my current stage of life. I appreciate the honest and clear advice.

Needed Help Filing Claims

Mdm Chua - 57 Years Old

Very Thankful

I was worried when I had to submit my claims because the process looked complicated. Thankfully, the team guided me through every step and made everything simple to understand. Their support and responsiveness gave me great peace of mind. I’m very grateful for their help.

List of Services

Filing a Claim

Do you need assistance when filing a claim? Leverage on our expertise to maximize your benefits.

POLICY Servicing

Moved to a new place? Need a change of policy owner? Keeping your policy up to date is a task we are ready to assist you.

Policy Review

Has it been 2 years since your last review? We have seasonal rewards for clients who request for a review.

Lost Agent

Has your agent left the industry? Is your policy orphaned with no service? Not sure to contact? Contact us now.

Partnership

If you have a product or service that fits our industry through partnership, feel free to reach out to us.

General Enquiry

If you have an enquiry that is not listed here, please feel free to contact us via Live Chat or the button below.

OUR REPRESENTATIVES

The best financial & market insights from our experts are delivered through our planners and managers, connecting you to the journey of growing wealth.

PRODUCT ENQUIRY

We help you expand your business, create succession plans, tailor key-man benefits, bringing you strategic partnerships and opportunities.

Loading...

Speak to our Consultants today!

We design the best options and plan with strategic insights, helping you and your family achieve future aspirations while understanding your current circumstances.

Our Solutions Include:

  • Wealth Planning
  • Insurance Planning
  • Consolidation of Assets

Have A Question?

Our dedicated team of experts will help you achieve your financial goals

as your partner and guide in your journey to wealth.