Tea Eng Peng

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Tea Eng Peng

MAS Rep No. TEP100069931
Financial Advisory Director, Financial Services Group

My Specialities

  • Performance Fee-Based Financial Advice and Planning
  • Business Succession and Continuity Consultation
  • Private Wealth Management
  • Risk Management
  • Family Office Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Investment Planning
  • Mortgage Planning
  • Family Planning
  • Business Planning
  • Recruit, Select, Train, Coach & Mentor Financial Planners

About Me

Tea Eng Peng is a highly qualified financial consultant who is regularly interviewed by 财经追击 Money Week (A local media production focusing on financial management) on his views regarding financial matters.

He provides individual Holistic Financial Planning covering all aspects of Wealth Management, from investment to all classes of insurance products, as well as personal/corporate loans advice.

He also works with corporations on Talent Retention Programs, Pension Plans and provides Lunch Time Talks and Workshops. SME business owners benefit most from his out-of-the-box solutions when designing their Succession or Exit Plans.

His brings with him over 10 years of financial industry experience garnered from various quarters, including an agency, a brokerage firm, a securities firm and an independent financial advisory firm. He is passionate about imparting his skills and knowledge to aspiring individuals who hope to excel in the financial industry by putting clients’ interest first.

He is the first financial consultant in the company’s history to achieve the highest company ranking within the fastest time frame. He achieved this by using his proven referral system to build his team and business from zero income and manpower.

He strongly believes in leveraging technology to enhance work efficiency. For example, he uses the internet and social media to attract the right clients, and uses the right phone apps and computer tools to make business just a click away!

For testimonials, please visit –>www.teaengpeng.com

2018

Million Dollar Round Table

2013 – 2017

Financial Alliance Quality Class (Eminence Class)

2016

Top Direct Team (2nd Runner-up)

2013

Top Recruiting Manager

2011 – 2012

Financial Alliance Quality Class (Prestige Class)

  • Chartered Financial Consultant (ChFC®)
  • Chartered Family Office Specialist (CFOSTM)
  • CFE Certified Financial Educator (CFEd®)
  • Associate Estate Planning Practitioner (AEPP)
  • Singapore Accredited Mortgage Planner (SAMP)
Contact Me
Group 18 (1)

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