Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
I am a former Army Officer and I started planning for my own retirement when I am in my twenties.
As a Civil Servant, I was drawing a comfortable salary and most of us will agree that a career in the Civil Service is an iron rice bowl ?
As time goes by, I noticed my peers who are working in the private sector are doing better than me financially even though I had a head-start. ? It sets me thinking that while a career in the Civil Service provides me with financial stability, it does not guarantee me a passive income and financial freedom if I do not acquire the financial knowledge to invest and manage my wealth.
As I went on a journey to achieve financial freedom, I fell in love with investment planning, retirement planning, and wealth management. I decided to embark on a career as a financial advisor after I realized that I am in the position to help many of my peers who started to ask me for advice with their finances.
Today, I am blessed with a clientele that includes teachers, tertiary lecturers, senior civil servants, busy professionals, and even an investment director of a private equity company. I am also the current Vice Chairman of the Investment Committee for Kwong Wai Siew Peck San Theng (碧山亭)
My Education Qualification
Bachelor of Mechanical Engineering, University of Newcastle
My Professional Qualification
– Associate Financial Planner
2021
– Financial Alliance Quality Class (Merit Class)
2020
– Financial Alliance Quality Class (Merit Class)
I am a former Army Officer and I started planning for my own retirement when I am in my twenties.
As a Civil Servant, I was drawing a comfortable salary and most of us will agree that a career in the Civil Service is an iron rice bowl ?
As time goes by, I noticed my peers who are working in the private sector are doing better than me financially even though I had a head-start. ? It sets me thinking that while a career in the Civil Service provides me with financial stability, it does not guarantee me a passive income and financial freedom if I do not acquire the financial knowledge to invest and manage my wealth.
As I went on a journey to achieve financial freedom, I fell in love with investment planning, retirement planning, and wealth management. I decided to embark on a career as a financial advisor after I realized that I am in the position to help many of my peers who started to ask me for advice with their finances.
Today, I am blessed with a clientele that includes teachers, tertiary lecturers, senior civil servants, busy professionals, and even an investment director of a private equity company. I am also the current Vice Chairman of the Investment Committee for Kwong Wai Siew Peck San Theng (碧山亭)
My Education Qualification
Bachelor of Mechanical Engineering, University of Newcastle
My Professional Qualification
– Associate Financial Planner
2021
– Financial Alliance Quality Class (Merit Class)
2020
– Financial Alliance Quality Class (Merit Class)
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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
TM Protect MosBite
Singlife Digital Saver II
Singlife CareShield Standard & Plus
AIA Solitaire PA (II)