What I Do
Versatile across the full portfolio management of wealth protection, wealth accumulation, and wealth distribution, I serve a clientele mostly in their 30s to 50s. I have deep expertise in family planning for young couples, and retirement and legacy planning for individuals.
As a representative of a financial advisory firm, I customize unbiased policy solutions in the client’s best interest across a network of 9 life insurers (Aviva, AXA, China Taiping, HSBC, Manulife, NTUC, Raffles Health, Singlife & Tokio Marine) and 11 general insurance companies (AIG, Aviva, AXA, BUPA, Chubb, Cigna, Etiga, MSIG, NTUC, Sompo & QBE).
I specialize in policy restructure. With the progressive socio-economic landscape, the insured value of old plans can lose relevance in today’s context. Coverage of policies purchased over 10 years ago no longer offer complete and up-to-date protection, excluding evolving scenarios around early critical illnesses and retirement planning.
With a thorough review and objective evaluation of old policies by a financial advisor, a restructure can yield a more comprehensive coverage that incurs the same, if not, a lower premium.