Something About Me…

I am a Baby Boomer & graduated from NUS in 1984 with a degree in Business Administration & in 2010 Masters in Retail Studies, University of Stirling, Scotland. From 2020, I am a certified Associate Financial Planner.

For over 30 years, I have been working in 3 MNCs, mainly in retail, business development and project management. Through the diverse and varied roles held, my business acumen, leadership/interpersonal skills and collaborative mindset were greatly honed. I strongly believe & embrace the importance of being humble, sincere, diligence, responsible & accountable to earn trust and respect from everyone.

This is my 6^th year in financial planning and to the best of my abilities, I have lived out the above-mentioned values in serving my clients. I am thankful for and appreciate every client for their trust in me and I will always work with them to do what is right by and for them.

Financial planning can be daunting and a “mine” field fraught with complexities. I endeavour always to simplify, bring clarity and direction for my clients on their financial planning journey

What I Like Most About Being A Financial Planner Is…

My greatest satisfaction comes from knowing that my client has started on the right path towards achieving their protection, retirement and investment goals. I feel a deep sense of achievement and peace when I know I have done what is right by & for my client.

If I Can Only Give One Piece Of Financial Advice, It Is…

As my wise aunty advised me yons ago,

Plan early or you’ll forever remain poor

So, let’s encourage & work together to start or step up on your journey to protect well and achieve early financial independence!