With more than 16 years experience as an independent financial adviser, I have amassed a wealth of knowledge and experience in a wide range of financial products and strategies. This allows me to provide comprehensive financial planning and advice to my clients.
With years of experience working with clients, I am well-equipped to take a holistic approach to financial planning. I understand that my clients’ financial situations are unique and take the time to create customized solutions that take into account their entire financial situation and long-term goals.
Having worked with a diverse range of clients over the years, I pride myself on providing tailored solutions to meet individual needs and goals. My advice is never generic, but always customized to the specific situation of each client.
With a successful track record spanning over 15 years, I have helped numerous clients achieve their financial goals and overcome complex financial challenges. My proven track record speaks for itself, and I am confident that I can help you too.
Over the years, I have built a network of strong relationships with other financial professionals. This network provides additional resources and insights that can benefit my clients. You can trust that I have the knowledge and experience needed to help you achieve financial success.
Partnering with over 100 Insurers, Banks, Fund Managers, I am well equipped to provide the following servicing with utmost Independence.
Comprehensive Financial Planning
Retirement Planning
Child Education Planning
Investment Planning
Wealth Management
Insurance Portfolio Audit
Mortgage and Liability Planning
Estate Planning & Will Writing
Bachelor of Accountancy (NTU)
MDRT Qualifier 2015, 2019 – 2023