Zechariah See

Senior Financial Advisory Manager

(MAS REP No.: ZSK300118250)

Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.

Financial Advisor For Families

Personal Story:

I almost lost an arm and that was when I realised I had zero insurance.

Many years ago, I was living my life on the edge and very involved in many adventurous outdoor sports. All these came to a shocking realisation when almost lost my arm (or even my life), while kayak surfing with the high waves and deep waters overseas.

This lucky escape began my journey into the financial advisory business.

I wanted every person and family to know about the hard truth of being underinsured early and help everyone become better prepared. We run the risks of losing so much with every day we are not taking action to protect ourselves and our families financially.

Nobody has to deal with the same shock that I had experienced. You deserve better.

 

Why Me?

✅ I have a unique forte in helping families with their financial diagnosis and planning, since day one. I have been helping families, including young couples, big families, DINK couples, as well as their individual’s complex needs.

✅ I am a dedicated learner in the financial industry. I invested in my Masters in Wealth Management at SMU for this reason. I am still constantly upgrading myself year-on-year to become the best financial consultant for my diverse client profiles.

✅ My forte is in financial diagnosis.

My experiences in accounting and finance helps in giving proper diagnosis of your unique portfolio so that the correct approach/solutions could be personalised for you.

✅ I have a one-stop solutions platform.

Being an independent financial broker, I can represent you to find the solutions you need, all in your best interests. No need for hard selling. I am here for you and your family.

I am a strong believer that you can achieve more, beginning with what you have.

Feel free to reach out to me for a free consultation session with you and/or your family.

See you soon!

Email: zechariahsee@fapl.sg

#ChooseIndependent:

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Testimonials

Working closely with Zech has been a pleasure for me. He consistently displays exceptional professionalism, expertise, and dedication to the success of his clients. Combining a high level of technical knowledge in areas such as financial planning, risk management, investment management, retirement planning, and others, Zech is able to build strong client relationships through a personal approach. Zech is highly skilled, dependable, and client-focused financial adviser and I am confident that he will continue to excel in all endeavours.

Jacqueline

Financial Advisory Director

Hi Zech, Thank you for walking with me in this important journey of life planning. It not just a product or service but life that you have assisted me with. That is the significance of your role. Knowing you for the past 4 years, I have seen how steadfast you are in serving people; doing the best for every task and people that comes your way. Unsurprising of your standards, I felt really well taken care of by your clear planning to meet my life needs and many milestones to come. In the journey of life planning, choosing the right plan is merely a fraction of the picture. I am convinced that it more important to work with the right person, who will walk with you to the right door and beyond. Thank you Zech for enabling me to walk confidently into my different stages in life without forgoing the quality for the present. I definitely cannot ask for a better person to work with and I look forward to our next plan. Regards, Daryl

Daryl

Team Manager and Outdoor Enthusiast

Zech has helped me gain more awareness of my financial situation and also helped me better manage my funds by allocating to the right places for a better retirement plan and not worry about being affected by inflation. Regards, Darren

Darren

Games Programmer

Zechariah the wise man sees the need in you and gives concise explanation on policies. He is thoughtful and patient. He will not hold back on sharing that will benefit the conversation. Need an advisor? Zechariah. Regards, Kai Kiat

Kai Kiat

Outdoor Enthusiast and Coffee Barista

Zech has been nothing but patient with me in guiding me on the benefits that I would receive from now till the end. He went through with me with in depth details and answered my queries with ease. The things that he recommended me even suited my needs. Definitely someone I would trust to handle my needs and care for my present being till the end as the services provided is more than just a touch a go but yet a lifetime. Regards, Iryan

Iryan

Certis Officer and Outdoor Enthusiast

Hello Zech, I want to express my heartfelt gratitude for your support in securing the Bupa policy and shaping my investment plans. Your dedication and extensive research into exploring alternatives are truly remarkable. You have made the seemingly impossible, possible. Your commitment to prioritising your clients and going above and beyond exemplifies your professionalism and genuine care. I have no doubt that your dedication will continue to benefit many others facing similar situations like mine. Thank you once more for your hard work and heart work, as always. With a grateful heart, Alexis

Alexis

Senior Manager

Highly recommended for anyone looking for financial reviews or advices as Zechariah would be the “one stop financial shop” for everything you would need. I have known Zechariah since college days before reconnecting recently and engaging him as my financial advisor to get my healthcare coverage sorted. It was pleasant to deal with him and my policy paperwork was promptly handled and prepared in less than 2 days! Also, be rest assured that Zechariah isn’t the typical pushy aggressive financial advisor who would repeatedly force financial plans or investments onto you; but he would listen to your needs first before he advises what’s the best and the next steps. On top of these soft skills, he has also equipped himself with all the required certifications together with a Masters in Wealth Management to help you move towards your financial goals. Definitely trusted for financial advices!

Christa

Infectious Diseases Product Management (Asia Pacific)

It is refreshing to finally meet someone with absolute integrity to guide me through my financial planning. His passion, dedication and a genuine interest in achieving the best for clients like myself is what truly sets Zech apart. Thank you Zech for setting things in order for my family, and looking forward to a lasting relationship! Regards, Manish

Manish

Program Manager, Lifecycle Services

Zech is able to accommodate to my availability on time and space and made the meetings comfortable and convenient. He is also knowledgeable in his element where he is able to explain the different policies based on my needs and goals towards financial planning. Also, to mention that he has been very patient throughout the entire process at times where required him to repeat certain information twice. Would recommend him to my friends and family if they ever require a financial consultant. Regards, Abigail

Abigail

Senior Instructor and Mountaineer

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ENG 中文

Zechariah See

MAS REP No.: ZSK300118250

Senior Financial Advisory Manager

Financial Advisor For Families

Personal Story:

I almost lost an arm and that was when I realised I had zero insurance.

Many years ago, I was living my life on the edge and very involved in many adventurous outdoor sports. All these came to a shocking realisation when almost lost my arm (or even my life), while kayak surfing with the high waves and deep waters overseas.

This lucky escape began my journey into the financial advisory business.

I wanted every person and family to know about the hard truth of being underinsured early and help everyone become better prepared. We run the risks of losing so much with every day we are not taking action to protect ourselves and our families financially.

Nobody has to deal with the same shock that I had experienced. You deserve better.

 

Why Me?

✅ I have a unique forte in helping families with their financial diagnosis and planning, since day one. I have been helping families, including young couples, big families, DINK couples, as well as their individual’s complex needs.

✅ I am a dedicated learner in the financial industry. I invested in my Masters in Wealth Management at SMU for this reason. I am still constantly upgrading myself year-on-year to become the best financial consultant for my diverse client profiles.

✅ My forte is in financial diagnosis.

My experiences in accounting and finance helps in giving proper diagnosis of your unique portfolio so that the correct approach/solutions could be personalised for you.

✅ I have a one-stop solutions platform.

Being an independent financial broker, I can represent you to find the solutions you need, all in your best interests. No need for hard selling. I am here for you and your family.

I am a strong believer that you can achieve more, beginning with what you have.

Feel free to reach out to me for a free consultation session with you and/or your family.

See you soon!

Email: zechariahsee@fapl.sg

Fee-Based Advisory Services:

  • Northstar Personal Financial Planning
  • Islamic Wealth Advisory
  • Insurance Portfolio Advisory
  • Investment Portfolio Advisory
  • Professional Consultation Service

 

Personal Insurance:

  • Hospitalisation & Surgical Planning (Integrated Shield Plans)
  • Global Health Insurance
  • Personal Accident Protection
  • Long Term Care Planning, Disability Income
  • Whole Life Insurance
  • Term Insurance
  • Critical illnesses Plans

 

Investments & Retirement Planning (Cash/CPF/SRS):

  • Endowments
  • Investment-Linked Policies with Al funds
  • Unit Trust Funds
  • Equities
  • Fixed Income
  • Managed Portfolio Solutions
  • Cash Management Strategy

 

General Insurance:

  • Home Insurance
  • Pet Insurance
  • Travel Insurance
  • Business-Related Insurance
  • Motor Insurance

Here are some of my credentials:

  • MDRT (Million Dollar Round Table)
  • Certified Islamic Wealth Advisor
  • Completed Master of Science in Wealth Management (MWM) programme in Singapore Management University. A pioneering and leading wealth management programme, ranked 1st in Asia and 3rd in the world by Financial Times (FT) Global Masters in Finance Post-experience Ranking 2018 survey.
  • 15 years of corporate working experience while managing various risks of companies and business owners.
  • Project Management Professional (PMP) certification. A gold standard in project management worldwide.

#ChooseIndependent:

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