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Discovery Call and Strategy Session

Thank you - this conversation that will bring you the absolute peace of mind for many years to come.

Proceed to Survey

Discovery Call and Strategy Session

Thank you - this conversation that will bring you the absolute peace of mind for many years to come.

Proceed to Survey

We look forward to seeing you!

Project Umbrella is a team of professional financial consultants; established by former solicitors and therefore, insistent on redefining the level of professionalism in the financial advisory industry.

In this digital age, we are merging the convenience and seamless customer experience of AI-powered insurance companies; plus the absolute peace of mind and empowering solutions that could only be brought by human consultants.

Learn More About Our Team

We look forward to seeing you!

Project Umbrella is a team of professional financial consultants; established by former solicitors and therefore, insistent on redefining the level of professionalism in the financial advisory industry.

In this digital age, we are merging the convenience and seamless customer experience of AI-powered insurance companies; plus the absolute peace of mind and empowering solutions that could only be brought by human consultants.

Learn More About Our Team

FAQs

Is the strategy session restricted to online calls?

Absolutely not! In the Calendly Invitation, there is a Preference Option at the end, our team will try our best to schedule a time and venue with you if you have chosen that option.

We currently only offer discovery calls through the phone.

What should I expect from the consultation? Would it be a plain-selling activity and I would be coerced into subscribing whatever that does not suit my financial goals?

Take a look at our signature solicitor-approach consultation here. This is what you can get.

We take pride in offering in an insightful consultation process so that your time is well spent with us. It would be such a pity if we fail to convince you that we can make your lives better, and our team strives to perfect our customer experience so that whatever bad that happened with our industry peers, will never happen again at Project Umbrella.

How do I reschedule my discovery call/ strategy session?

At the bottom of the confirmation email, you will receive two links that would allow you to cancel or reschedule your session. If you want to cancel/reschedule your call/ session, please kindly do so at least 3 days before your strategy session.