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, other than a practitioner, I’m also a Senior Financial Services Director that leads a team of highly productive financial planner 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.