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 (Eminence Class)
Financial Alliance Quality Class (Prestige Class)
Financial Alliance Quality Class (Merit Class)
Top New AUA Consultant – 3rd
Top New AUA Consultant – 3rd
Top New AUA Consultant – 5th
- Bachelor of Business, Second Class Honours (Upper division), Nanyang Technological University
- Associate Wealth Planner (AFPCM)