Leon Goh

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Leon Goh

MAS Rep No. GWY300064384
Financial Advisory Manager

My Specialities

Retirement Planning

  • Cash Flow Planning
  • Assets Optimization

Investment Advisory

  • Cash Management
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Portfolio Construction
  • Portfolio Implementation
  • Portfolio Monitoring

Life Insurance Advisory

  • Liquidity Planning
  • Asset Protection & Preservation Planning
  • Wealth Creation & Transfer Planning
  • Family Legacy Planning
  • Philanthropic & Charitable Legacy Planning
  • Business Key Person Planning
  • Business Continuity – Succession Planning

General Insurance

  • Business Risk Management Planning
  • Corporate Employee Benefits Schemes

Estate Planning

  • Will
  • Trust
  • Lasting Power of Attorney (LPA)

Sophisticated Investors

  • Private Banking
  • Global Investor Programme (GIP)

About Me

Graduated from University of London, Leon Goh joined the Wealth Management Industry in 2011.

Well-versed in the areas of investments and insurance as well as personal/corporate loan advisory, Leon is able to provide holistic financial planning to his clients by creating unique strategies and solutions to achieve their intended objectives. Many Small and Medium Enterprise owners have benefited from his unorthodox solutions for businesses’ succession or exit plans.

Being the first on iFAST Platform to advise ultra-HNWI and their families who are intending to relocate their businesses and families here in Singapore through the Global Investor Programme, Leon has the necessary experience to advise Expatriate and their family.

Leon also advise corporations on talent retention schemes and pension schemes.

2014

Financial Alliance Quality Class (Eminence Class)

Top New UT Award 2014 – Top 5

iFAST Global Adviser Symposium – Top Qualifying Adviser

2013 & 2015

Financial Alliance Quality Class (Prestige Class)

  • Bachelor of Sciences with Honours (Banking & Finance)
  • Diploma in Accounting and Finance, Temasek Polytechnic
  • Associate Wealth Planner (AWPCM)
Contact Me
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