My Specialities
- Cash Flow Management
- Wealth Accumulation – Retirement & Education
- Wealth Enhancement- Investment Planning & Management
- Wealth Protection- Risk Identification & Management
- Insurance Portfolio Restructuring
- Estate Planning
About Me
As the saying goes, “Worrying is not planning and Hope is not a good strategy”. And this is exactly what I assist with – building a sound financial strategy and facilitating your action plan via a systematic approach. Being a financial consultant puts me in a privileged position to see life goals falling into place, and knowing that I played a part in that gives me the greatest satisfaction.
From my days as a rookie financial consultant up till my being an Associate Wealth Advisory Director today, I have benefited greatly from being part of a great company and a high performing and cohesive team. It is also because of our team’s differentiated investment advisory services and financial management strategy that my clients actively refer their friends & colleagues to me for advice. And thankfully for that, my practice thrives.
- Financial Alliance Quality Class (Prestige Class)
- Financial Alliance Quality Class (Prestige Class)
- Financial Alliance Quality Class (Prestige Class)
- Financial Alliance Quality Class (Prestige Class)
- Financial Alliance Quality Class (Eminence Class)
- Financial Alliance Quality Class (Eminence Class)
- Top New AUA Consultant – 5th
- Financial Alliance Quality Class (Eminence Class)
- Top New AUA Consultant – 3rd
- Financial Alliance Quality Class (Prestige Class)
- Top New AUA Consultant – 3rd
- Financial Alliance Quality Class (Merit Class)
- Bachelor of Business, Second Class Honours (Upper division), Nanyang Technological University
- Certified Financial PlannerTM (CFP®)
- Associate Wealth Planner (AFPCM)
Our Core Services And Solution
Online And Quick Quote
Contact Me
