As a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), I specialize in building investment strategies that align with your unique goals, risk appetite, and long-term vision.
My expertise lies in delivering comprehensive, research-driven portfolio solutions—tailored to each client. From alternative investments like carbon credits and private markets to tax-efficient wealth structures, every plan I create is backed by thorough market analysis, active risk management, and disciplined diversification.
Whether you’re a high-net-worth individual, business owner, or family stewarding legacy capital, I help you:
○ Generate sustainable passive income
○ Optimize for growth in volatile markets
○ Future-proof multi-generational wealth
○ Tap into alternative opportunities (private credit, carbon, insurance-wrapped assets)
○ Reallocate portfolios for performance & protection
My commitment: results-focused strategies, clear communication, and client-first service—always.
Want to elevate your wealth strategy?
DM me or book a confidential consultation today. Let’s make your capital work smarter.
What I Do
Why Work With a Chartered Financial Consultant (ChFC®) & Chartered Life Underwriter (CLU®)?
As a ChFC® and CLU®, I bring a dual-qualified, client-focused approach to investment and financial planning—equipped to meet the evolving needs of modern, high-net-worth clients.
My ChFC® training equips me to solve complex financial challenges through in-depth knowledge of:
✔ Investment planning and asset allocation strategies
✔ Retirement income design and tax-optimized planning
✔ Estate, legacy, and philanthropic structuring
✔ Advanced planning for business owners, professionals, and blended families
✔ Real-world case-based analysis across diverse client scenarios
My CLU® designation provides specialized expertise in:
✔ Insurance planning as a strategic wealth and risk tool
✔ Estate preservation using permanent life insurance
✔ Life insurance law, underwriting, and policy design
✔ Business succession funding and key-person risk protection
✔ Tailoring coverage for individuals, families, and corporate clients
The Benefits to You:
You’re not just working with an advisor—you’re partnering with a strategist trained to think beyond the transaction. With dual credentials built on depth, ethics, and real-life application, I deliver tailored financial solutions designed to build, protect, and transfer wealth with clarity and confidence.
If you’re exploring more intentional ways to grow and safeguard your capital, I’d be happy to start a conversation.
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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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.