I help Millennials retire comfortably so they can focus on what truly matters
I get it—
Financial planning is such a bore, and retirement planning is not the best dinner convo, but give me 3 mins to change your life.
imagine a future where you’re sipping kopi at your dream spot, no alarms, no work stress, just you living your best life. That’s the freedom I help my clients achieve. With over 8 years in the financial services industry, I’ve learned one thing: the earlier you start planning, the brighter that future looks.
Gone are the days where you need to document your income and expenses in a wordy spreadsheet. My forte, coincidentally, is to simplify complex financial jargons, with tip-top accuracy while projecting what life could look like years from now. Can you afford to get a 2nd property 30 years from now? Ask me and I’ll tell you right away!
Growing up in Singapore’s sandwich generation, I’ve seen how juggling rising costs, family responsibilities, and a rapidly urbanising economy can feel like a full-time job on its own. Our parents gave their all to support us, but it’s time to break the cycle.
The best part? You really don’t need $50,000 or $100,000 to get started. It’s about giving our children a future where they don’t have to choose between a $1M HDB flat and covering our healthcare expenses. We can change the story if we plan ahead.
My approach to financial planning is anything but cookie-cutter. Your dreams and aspirations are uniquely yours, and your plan should reflect that.
We’ll create a plan that evolves with you, making it simple, actionable and (dare I say it) fun.
Whether we’re talking compound interest, your favourite Netflix series, or which hawker food will start serving fine dining portions first, I’m here to make finances approachable and your future stress-free. Click ‘Contact Me’ at the top right-hand corner for a quick chat!
My Specialties
Core Services:
1. Comprehensive Financial Planning: Offering a holistic approach to financial planning, addressing all aspects of an individual’s or family’s financial situation.
2. Cash Flow Analysis & Optimisation: Identifying and minimising unnecessary expenses, maximising income, and optimising cash flow for maximum impact.
3. Retirement Planning: Developing a personalised retirement plan, including strategies for income generation, healthcare, and estate planning in retirement.
4. Investment Planning & Management: Portfolio construction and management, including asset allocation, risk management, and investment selection.
5. Tax Planning & Optimisation: Minimising tax liabilities through strategies like tax-efficient investments, estate planning, and charitable giving.
6. Insurance & Risk Management: Assessing and mitigating risks through appropriate insurance coverage (life, health, disability, long-term care).
Specialised Services:
1. Estate & Legacy Planning: Crafting strategies for the efficient transfer of wealth across generations, ensuring your legacy is protected.
2. Will & Trust Planning: Drafting and reviewing wills, trusts, and other estate planning documents to ensure your wishes are respected.
3. Succession Planning: Advising on the transfer of wealth and business ownership across generations, with a focus on smooth transitions.
4. Family Office Services:
Multi-Generational Wealth Planning: Addressing the unique financial needs of families across multiple generations, ensuring long-term wealth preservation.
Family Governance: Assisting families in establishing clear values, communication protocols, and decision-making processes to guide their financial future.
Family Office Structuring: Advising on the creation and management of family offices to efficiently manage family wealth.
Achievements
Years of Experience
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Families Under My Care
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My Services
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Testimonials
Shannon provided a clear overview of what one should consider in financial planning. She is a good listener who starts by understanding your financial background then offer advice tailored to your aspirations. My previous experience with a consultant was only with AIA, where the focus was solely on pushing products to me. Shannon, however, is independent. She understands my financial needs and advices based on my capacity.
I would recommend Shannon to anyone looking to start their financial planning, regardless of age. Thank you for the fruitful session.
Mohamed Yusuff
Associate Director
Shannon is very sincere and patient in our conversation. she exposes my wife and myself to various plans in the market and got us thinking/planning for our future financial goals which we are grateful for. One of the biggest discovery during our meeting was the software to calculate our projected finances which made us rethink our approach towards our financial goals in the future. One of the main difference in terms of experience compared to other financial planning sessions was Shannon is not someone who is biased to one financial institution and takes a rational approach towards her recommendations.
I would strongly recommend Shannon to others who would want to look for unbiased financial recommendation and planning.
Jieson Chua
SAF Officer
Before meeting up with Shannon, I had little to no understanding of how an IFA works compared to the insurance agents who represent the various companies we know. However, from her introduction, she helped me to understand that engaging an IFA would be beneficial as they are unbiased and able to offer a fresh perspective on policies that we have purchased. Through her in-depth sharing, using herself as an example, I am better equipped with the knowledge to go through my policies and assess if they are overpriced for the coverage.
Furthermore, she also shared about her investment journey and how one can better prepare for retirement based on their needs.
Throughout the session, she has been very patient and actively listened to my queries. When explaining, she also never failed to take pauses to make sure I understood what she was sharing.
Comparing the experience of meeting Shannon to other agents, the session felt like a casual catch-up instead, as there was no hard-selling of policies. Therefore, I would highly recommend Shannon to my friends and others if they require financial advice.
Lim Jun Hao
Infra Analyst
CONTACT US
- 150 Beach Road #12-01/08, Gateway West Singapore 189720
- +65 62221889
- +65 62221019
- feedback@fa.com.sg
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