I was serving in Malaysia financial industry for about 10 years as soon as I graduated from University.
One day, my client asked me: “Jenny, I have some money generated from business abroad and is kept in Singapore. I do not have someone trusted to manage them for me. The money just sat inside the bank account and invested into various financial product recommended by bankers only. How could I get a second opinion? “
This is a turning point for me where I started to seriously consider expanding my expertise to a vibrant financial hub to serve the more sophisticated clientele. I have decided to acquire license from Monetary Authority of Singapore and chosen the “independent” route.
Since then, I have been practicing as an Independent Financial Advisory Representative in Singapore for 3 years. I could provide impartial advice and service to Malaysian who has businesses abroad & Malaysian who works in Singapore and manage their Insurance and Investment Portfolio via Singapore platform.
On top of that, I also specialized in Comprehensive Estate Planning Services for HNW Individual. I have assisted client’s children/heirs to go through the wealth distribution journey upon client’s demise. Therefore, I am equipped with knowledge and experience to arrange the most practical and tailored-made planning for each client.
Insurance Budgeting
Satellite Investment Portfolio
Estate Planning
Helped 70% of my clients to reduce insurance premium commitment 30% to 85% without jeopardizing the protection benefit.
Managing SGD80million insurance coverage for clients
Helped 30% of my clients to get better insurance benefit with the same amount of premium commitment.
1 client managed to get a global medical card while he has been rejected by all his local insurers.
Exclusive investment strategy to help clients diversify their portfolio
Many clients who wrote Will & Trust Deed with me 9 years ago stay with me to review and rewrite.
I was serving in Malaysia financial industry for about 10 years as soon as I graduated from University.
One day, my client asked me: “Jenny, I have some money generated from business abroad and is kept in Singapore. I do not have someone trusted to manage them for me. The money just sat inside the bank account and invested into various financial product recommended by bankers only. How could I get a second opinion? “
This is a turning point for me where I started to seriously consider expanding my expertise to a vibrant financial hub to serve the more sophisticated clientele. I have decided to acquire license from Monetary Authority of Singapore and chosen the “independent” route.
Since then, I have been practicing as an Independent Financial Advisory Representative in Singapore for 3 years. I could provide impartial advice and service to Malaysian who has businesses abroad & Malaysian who works in Singapore and manage their Insurance and Investment Portfolio via Singapore platform.
On top of that, I also specialized in Comprehensive Estate Planning Services for HNW Individual. I have assisted client’s children/heirs to go through the wealth distribution journey upon client’s demise. Therefore, I am equipped with knowledge and experience to arrange the most practical and tailored-made planning for each client.
Insurance Budgeting
Satellite Investment Portfolio
Estate Planning
Helped 70% of my clients to reduce insurance premium commitment 30% to 85% without jeopardizing the protection benefit.
Managing SGD80million insurance coverage for clients
Helped 30% of my clients to get better insurance benefit with the same amount of premium commitment.
1 client managed to get a global medical card while he has been rejected by all his local insurers.
Exclusive investment strategy to help clients diversify their portfolio
Many clients who wrote Will & Trust Deed with me 9 years ago stay with me to review and rewrite.
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