GEN FINANCIAL ADVISORY
Chief Executive Officer
RNF No. LCW200165649
B.Bus (Banking), FChFP, AFP
Something About Me…
I graduated from NTU in 1996, specializing in Banking. After joining the banking industry for 3 years, I entered the financial planning industry in 1999.
Currently, I’m a Chief Executive Officer leading a team of highly productive financial planners specializing in working with clients to build transferrable wealth.
My belief is that everyone that we touch must have a chance for a good life. However, what people lack of is planning. And we are here to make that difference in their lives. I call that “Impacting Generations”.
My vision is to be a leader in the industry and to set new standards in the wealth management, because the job of a financial planner should not be peddling policies, but drafting out a comprehensive long term wealth management plan. This should be coupled with a wide range of products and services to suit all financial needs.
The good news is that we’re providing such products and services to all our clients.
I Specialize In…
Wealth Accumulation, Legacy and Retirement Planning for the emerging affluent to affluent clients.
As life expectancy increases and given the relatively high standard of living in Singapore, a holistic strategy on financial planning would be needed for these group of clients.
What I Like Most About Being A Financial Planner Is…
Being able to help people as long as they want protection from the unpredictable for the financial security for their family, bright future for their children and next generation, a happy and sustainable retirement.
And I’m motivated to enhance lives of others and getting their financial in place.
If I Can Only Give One Piece Of Financial Advice, It Is…
Financial success is
Not how much you earn that matters,
But how much you save,
How much your saving can work harder
And how many generations you can keep it for.
Thus, good planning must come with good implementation.