Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
With over 10 years of experience in the financial advisory industry, I’ve dedicated my career to helping Professionals & Business Owner navigate their wealth journey with confidence. My path began with a strong foundation in Banking and Finance, but it wasn’t until I transitioned from aspiring to be a private banker to becoming an Independent Financial Advisor that I realized the true impact I could make.
To better serve my clients, I pursued professional qualifications like Associate Wealth Planner (AWP) and Associate Estate Planning Practitioner (AEPP). These credentials have equipped me to offer tailored solutions that span across wealth accumulation, protection, and legacy planning.
At the core of my practice is the Soul Wealth Group’s Wealth Journey model, which provides a structured framework in guiding clients through different life stage. Whether you’re building your first savings plan, growing your investments, or preparing for retirement, I’m here to make your journey simple and actionable.
I believe financial success begins with knowledge. By simplifying complex concepts and breaking them down into manageable steps, I ensure that my clients feel empowered to make confident decisions. Let’s take small, intentional steps today to secure a prosperous future
Core Services:
1. Cash Flow Analysis & Optimization: Identifying and minimizing unnecessary expenses, maximizing income, and optimizing cash flow for maximum impact.
2. Retirement Planning: Developing a personalized retirement plan, including strategies for income generation, healthcare, and estate planning in retirement.
3. Investment Planning & Management: Portfolio construction and management, including asset allocation, risk management, and investment selection.
4. Insurance & Risk Management: Assessing and mitigating risks through appropriate insurance coverage (life, health, disability, long-term care).
5. Corporate Advisory: Assisting Corporate to develop programmes to retain their staff and identifying corporate risk through appropriate insurance/healthcare programmes
Specialized Services:
1. Will & Trust Planning: Drafting and reviewing wills, trusts, and other estate planning documents.
2. Succession Planning: Advising on the transfer of wealth and business ownership across generations.
3. Family Office Structuring: Advising on the creation and management of family offices.
Value – Added Service
1. Access to Exclusive Investment Opportunities: Access to private equity, hedge funds, Equity Linked Notes and other alternative investments
My Qualifications
2021
2018 – 2020
2016 – 2017
2015
2014
2013
MAS REP No.: GWY300064384
Associate Director
With over 10 years of experience in the financial advisory industry, I’ve dedicated my career to helping Professionals & Business Owner navigate their wealth journey with confidence. My path began with a strong foundation in Banking and Finance, but it wasn’t until I transitioned from aspiring to be a private banker to becoming an Independent Financial Advisor that I realized the true impact I could make.
To better serve my clients, I pursued professional qualifications like Associate Wealth Planner (AWP) and Associate Estate Planning Practitioner (AEPP). These credentials have equipped me to offer tailored solutions that span across wealth accumulation, protection, and legacy planning.
At the core of my practice is the Soul Wealth Group’s Wealth Journey model, which provides a structured framework in guiding clients through different life stage. Whether you’re building your first savings plan, growing your investments, or preparing for retirement, I’m here to make your journey simple and actionable.
I believe financial success begins with knowledge. By simplifying complex concepts and breaking them down into manageable steps, I ensure that my clients feel empowered to make confident decisions. Let’s take small, intentional steps today to secure a prosperous future
Core Services:
1. Cash Flow Analysis & Optimization: Identifying and minimizing unnecessary expenses, maximizing income, and optimizing cash flow for maximum impact.
2. Retirement Planning: Developing a personalized retirement plan, including strategies for income generation, healthcare, and estate planning in retirement.
3. Investment Planning & Management: Portfolio construction and management, including asset allocation, risk management, and investment selection.
4. Insurance & Risk Management: Assessing and mitigating risks through appropriate insurance coverage (life, health, disability, long-term care).
5. Corporate Advisory: Assisting Corporate to develop programmes to retain their staff and identifying corporate risk through appropriate insurance/healthcare programmes
Specialized Services:
1. Will & Trust Planning: Drafting and reviewing wills, trusts, and other estate planning documents.
2. Succession Planning: Advising on the transfer of wealth and business ownership across generations.
3. Family Office Structuring: Advising on the creation and management of family offices.
Value – Added Service
1. Access to Exclusive Investment Opportunities: Access to private equity, hedge funds, Equity Linked Notes and other alternative investments
My Qualifications
2021
2018 – 2020
2016 – 2017
2015
2014
2013
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
By submitting this form, I confirm that
提交此表格,即表示
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 life 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.
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