As a highly experienced Associate Financial Planner (AFP), I empower PMETs and young families to move beyond financial overwhelm and actively pursue their deepest life aspirations. Leveraging 12+ years of hands-on experience, I craft tailored financial roadmaps that build both security and lasting prosperity. My expertise spans from designing strategic insurance plans that offer robust protection and peace of mind, to creating bespoke investment portfolios that are perfectly aligned with your unique risk profile, long-term vision, and aspirations.
I specialize in helping you design a retirement that truly embodies financial freedom, guiding you toward a secure and independent future where you can live life on your terms. I also create comprehensive family protection plans that specifically address the real-world needs of young families, covering everything from ensuring children’s education to safeguarding your home and loved ones. My commitment to exceptional service and results is reflected in my designation as an AFP, as well as earning the prestigious Million Dollar Round Table (MDRT) qualification in 2023 and 2024, alongside the Financial Alliance Quality Class Prestige Award for both of those same years.
I believe that financial planning shouldn’t be intimidating. My client-centric approach centers around taking complex concepts and making them simple and actionable, empowering you to confidently manage your finances and pursue your goals with clarity. I act as your trusted partner, providing continuous guidance through active portfolio management, promptly assisting during critical times like insurance claims, and ultimately ensuring your financial security and peace of mind. Outside of work, my passion for singing highlights my balanced approach to life, demonstrating the dedication and focus I bring to all my client relationships. I’m particularly committed to supporting PMETs and young families, understanding the unique financial landscape they navigate.
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Working with many young families, Alvin is deeply familiar with the financial challenges they face. He understands the impulse to delay retirement planning amidst the costs of raising children. However, Alvin knows that early planning is the key to unlocking financial freedom later in life, ensuring his clients will be able to live comfortably in retirement without relying on their children.
– Qualifications: AFP
– Million Dollar Round Table
MDRT: 2023, 2024
– Financial Alliance Quality Class Award (Prestige)
2023, 2024
– Financial Alliance Quality Class Award (Merit)
2022
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For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
Chubb Personal Accident Guard
Singlife Cancer Cover Plus II
TM Protect MosBite
Singlife Digital Saver II
AIA Solitaire PA (II)
Singlife CareShield Standard & Plus