MAS Rep No. CPW300137550
- Corporate Solutions
- Business Succession and Continuity Consultation
- Private Wealth Management
- Risk Management
- Investment Planning
- Retirement Planning
- Fee-based Wealth Management
Entering this career upon graduation, Charles is a man on a Mission.
Charles seeks to touch many lives and to help his clients build their customized financial home; and to assist them in gaining their financial freedom.
Charles is also a certified Islamic Wealth Advisor as he seeks to make a difference to clients from all walks of life regardless of age, gender or race.
He strongly believes that the provision of unbiased advice, with the clients’ interest at heart, will empower them to make wise and informed choices to achieve their goals in life.
Charles also actively reaches out to Corporations. He strongly believes that putting an effective and comprehensive employee benefits program in place will help the company retain talents and make a difference in the employees’ lives.
Charles is committed to benefit his clients through continuous professional development. He is undergoing the Chartered Financial Planner certification course, the pinnacle accreditation in financial planning.