Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
I believe that “Worrying is not planning and Hope is not a good strategy”, and that the purpose of Financial Planning is to allow us to lead fulfilling lives while being financially wise.
As such, my role as a Certified Financial Planner CFP® is to help my clients build those sound financial strategies and design action plans that put them on track to their financial goals so that they can live the best possible life for themselves.
This is done via a systematic approach of ongoing cash flow management & asset allocation, as well as investment management, estate planning, and tax optimization.
I also ascertain that I stay up-to-date with industry trends and policies changes to ensure that my clients benefit from the latest strategies and opportunities available.
Over the years, I have developed a specialty in comprehensive financial planning for busy legal professionals & educators. I also particularly like assisting working mothers & young families to achieve their long term financial goals. Working with the largest independent financial advisory (IFA) firm in Singapore also frees me from product pressures and allows me to only recommend solutions that suit my client’s needs. And client’s interest, is always the core of my FA business.
Being a wealth planner is my dream career and this is what I hope to do for a long time.
Other than financial planning & investment, I love to travel, read, bake and I am an adrenaline enthusiast. I am most looking forward to the day my children join me on my adventures.
My Education Qualification
Bachelor of Business, Second Class Honours (Upper division), Nanyang Technological University
My Professional Qualification
– Certified Financial Planner (CFP®)
– MDRT Qualifier & 2X MDRT Qualifier.
– AEPP
2023
Financial Alliance Quality Class (Eminence Class)
2022
Financial Alliance Quality Class (Eminence Class)
2021
Financial Alliance Quality Class (Eminence Class)
2020
Financial Alliance Quality Class (Prestige Class)
2019
Financial Alliance Quality Class (Prestige Class)
2018
Financial Alliance Quality Class (Prestige Class)
2017
Financial Alliance Quality Class (Prestige Class)
2016
Financial Alliance Quality Class (Eminence Class)
2015
Financial Alliance Quality Class (Eminence Class)
Top New AUA Consultant – 5th
2014
Financial Alliance Quality Class (Eminence Class)
Top New AUA Consultant – 3rd
2013
Financial Alliance Quality Class (Prestige Class)
Top New AUA Consultant – 3rd
2012
Financial Alliance Quality Class (Merit Class)
MAS REP No.: LZY300052763
Wealth Advisory Director (Asc)
I believe that “Worrying is not planning and Hope is not a good strategy”, and that the purpose of Financial Planning is to allow us to lead fulfilling lives while being financially wise.
As such, my role as a Certified Financial Planner CFP® is to help my clients build those sound financial strategies and design action plans that put them on track to their financial goals so that they can live the best possible life for themselves.
This is done via a systematic approach of ongoing cash flow management & asset allocation, as well as investment management, estate planning, and tax optimization.
I also ascertain that I stay up-to-date with industry trends and policies changes to ensure that my clients benefit from the latest strategies and opportunities available.
Over the years, I have developed a specialty in comprehensive financial planning for busy legal professionals & educators. I also particularly like assisting working mothers & young families to achieve their long term financial goals. Working with the largest independent financial advisory (IFA) firm in Singapore also frees me from product pressures and allows me to only recommend solutions that suit my client’s needs. And client’s interest, is always the core of my FA business.
Being a wealth planner is my dream career and this is what I hope to do for a long time.
Other than financial planning & investment, I love to travel, read, bake and I am an adrenaline enthusiast. I am most looking forward to the day my children join me on my adventures.
My Education Qualification
Bachelor of Business, Second Class Honours (Upper division), Nanyang Technological University
My Professional Qualification
– Certified Financial Planner (CFP®)
– MDRT Qualifier & 2X MDRT Qualifier.
– AEPP
2023
Financial Alliance Quality Class (Eminence Class)
2022
Financial Alliance Quality Class (Eminence Class)
2021
Financial Alliance Quality Class (Eminence Class)
2020
Financial Alliance Quality Class (Prestige Class)
2019
Financial Alliance Quality Class (Prestige Class)
2018
Financial Alliance Quality Class (Prestige Class)
2017
Financial Alliance Quality Class (Prestige Class)
2016
Financial Alliance Quality Class (Eminence Class)
2015
Financial Alliance Quality Class (Eminence Class)
Top New AUA Consultant – 5th
2014
Financial Alliance Quality Class (Eminence Class)
Top New AUA Consultant – 3rd
2013
Financial Alliance Quality Class (Prestige Class)
Top New AUA Consultant – 3rd
2012
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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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
TM Protect MosBite
Singlife Digital Saver II
Singlife CareShield Standard & Plus
AIA Solitaire PA (II)