We all experience many journeys in life. Often we are left wondering why certain things happen to us.
No matter what stage of life we are in, it is CRITICAL to being financially healthy and ready. There are so many things we do not get a second chance at.
Managing your financial health is something that needs to be intentional, to achieve financial independence and retire early.
I strongly believe in cultivating life-long relationships with clients and helping them to reach their financial goals and objectives through holistic financial planning.
Today, I am blessed with a diverse clientele from all walks of life, who trusted me with their financial planning and beyond.
Holistic Financial Planning
Insurance Portfolio Audit
Investment Planning
Personal Life Insurance Planning
Retirement Planning
Children Education Planning
Estate Planning
Business Succession Planning
Mortgage and Liability Planning
General Insurance Services
Employee Benefits Scheme
Awards
2021
AXA Signature
2020
Million Dollar Round Table (MDRT)
AXA Signature
Professional Qualifications
Certified Financial Planner (CFP®)
MAS REP No.: CKT300001354
Senior Consultant
We all experience many journeys in life. Often we are left wondering why certain things happen to us.
No matter what stage of life we are in, it is CRITICAL to being financially healthy and ready. There are so many things we do not get a second chance at.
Managing your financial health is something that needs to be intentional, to achieve financial independence and retire early.
I strongly believe in cultivating life-long relationships with clients and helping them to reach their financial goals and objectives through holistic financial planning.
Today, I am blessed with a diverse clientele from all walks of life, who trusted me with their financial planning and beyond.
Holistic Financial Planning
Insurance Portfolio Audit
Investment Planning
Personal Life Insurance Planning
Retirement Planning
Children Education Planning
Estate Planning
Business Succession Planning
Mortgage and Liability Planning
General Insurance Services
Employee Benefits Scheme
Awards
2021
AXA Signature
2020
Million Dollar Round Table (MDRT)
AXA Signature
Professional Qualifications
Certified Financial Planner (CFP®)
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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/.
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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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