Three distinct offerings addressing different aspects of cryptocurrency engagement—from initial suitability assessment through comprehensive strategy to technical security implementation.
Return HomeEach service addresses specific questions that emerge at different stages of digital asset consideration or participation. The assessment determines whether cryptocurrency belongs in your situation. Strategy development establishes how to participate if assessment indicates suitability. Security audit addresses technical implementation regardless of when you began holding digital assets.
This modular structure allows engagement at the appropriate level for your current circumstances. Some clients begin with assessment and proceed to strategy if recommended. Others already hold positions and engage directly for security review or strategy refinement. The sequence adapts to your situation rather than following predetermined paths.
All services produce written deliverables with explicit recommendations and rationale. This documentation creates reference material for future decisions rather than requiring recall of conversation content—particularly valuable during market volatility when emotional response might conflict with predetermined frameworks.
Understanding your specific circumstances, existing holdings, and objectives before making recommendations
Developing specific recommendations based on assessment findings and established frameworks
Providing written recommendations with rationale for reference during implementation and future review
A preliminary evaluation determining whether digital asset participation aligns with your financial circumstances, temperament, and objectives. This assessment explicitly addresses suitability rather than assuming engagement benefits everyone.
Initial Consultation
Discuss your current situation, existing investments, and cryptocurrency interest or holdings
Scenario Discussion
Explore how you would respond to specific price movements and holding period requirements
Suitability Analysis
Evaluate alignment between digital asset characteristics and your circumstances
Recommendation Delivery
Receive written assessment with clear guidance on whether to proceed and suggested next steps
Duration
Initial meeting plus written deliverable within 3-5 business days
Meeting Format
In-person at our office or video conference based on preference
Follow-up
Clarification questions answered within 30 days of delivery
Next Steps
Strategy development fee credit if proceeding within 90 days
Development of a detailed framework for digital asset participation tailored to your specific circumstances. This strategy addresses allocation sizing, asset selection, accumulation pacing, exit parameters, and tax considerations within Singapore's regulatory environment.
Financial Context Review
Examine total portfolio composition, liquidity requirements, and risk capacity
Objective Clarification
Define specific goals for digital asset participation and acceptable trade-offs
Framework Development
Create allocation sizing, asset selection criteria, and exit parameters
Scenario Testing
Model outcomes under various price paths and holding periods
Documentation and Review
Deliver comprehensive written strategy with implementation guidance
Timeline
Two to three weeks from initial consultation to strategy delivery
Document Length
Typically 15-25 pages covering all framework components with specific recommendations
Implementation
Self-directed with guidance or hands-on assistance based on preference
Updates
Annual review available at reduced rate as circumstances or markets evolve
A thorough examination of your current digital asset security practices with specific recommendations for improvement where warranted. This audit addresses actual vulnerabilities in wallet protection, exchange accounts, backup adequacy, and recovery procedures.
Current Practice Documentation
Review all custody methods, exchange accounts, and security measures currently in place
Vulnerability Assessment
Identify specific weaknesses through systematic evaluation of each security component
Recovery Testing
Verify that backup procedures actually work through controlled restoration attempts
Recommendation Prioritization
Organize improvements by risk severity with implementation guidance for each item
Implementation Support
Provide either guidance for self-execution or hands-on assistance based on preference
Completion Time
One to two weeks depending on complexity of current security setup
Location
Can be conducted remotely or in-person based on security preference
Implementation
Guidance provided for self-execution or hands-on assistance available
Re-audit
Annual reviews available at reduced rates to address evolving threats
| Feature | Assessment | Strategy | Security Audit |
|---|---|---|---|
| Suitability Evaluation | |||
| Position Sizing Framework | |||
| Asset Selection Criteria | |||
| Exit Strategy Definition | |||
| Tax Treatment Review | |||
| Wallet Security Review | |||
| Recovery Testing | |||
| Phishing Defense | |||
| Written Documentation | |||
| Follow-up Support | |||
| Investment | S$520 | S$2,180 | S$1,350 |
Each engagement begins with explicit deliverable definition and completion criteria. This prevents scope ambiguity and ensures both parties understand what constitutes satisfactory service completion.
Estimated timelines provided before engagement with regular progress updates. Delays communicated promptly with revised completion expectations rather than allowing uncertainty to persist.
All financial information and investment positions remain strictly confidential. Secure communication channels used for sensitive data transmission with encrypted documentation storage.
Inquiry responses within one business day during regular hours. Clarification questions addressed thoroughly rather than providing minimal answers that require follow-up.
Contact us to discuss which service addresses your current needs. We'll help determine the appropriate starting point based on your circumstances.
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