Hi, I’m Lisa Eng!

I help millennial parents set up financial portfolios so that they can retire five years earlier while being able to afford the best experience for their kids by using a simple three-step process.

Hi, I am Lisa, I have with me 8 years of a successful career in the banking sector and 3 years in the financial advisory space.

My clients work closely with me in analysing their financial portfolio, devising a personalized solution and executing the plan so that they can reach their financial goals.

When I decided to step into the space of wealth creation, my sole purpose was to construct something that was essentially important to my clients. Together with my clients, I wish our work could positively impact them, their family and generations to come.
My father passed on when I was in my late teens when I was about to head over to Singapore to study and my younger brother was about to head to college. Having to lose the sole breadwinner of the family was tough enough, but having two young adults who are going to need more money for education?  That was going to be even more stressful for my mom.
However, we were very lucky. Both my parents understand the importance of money management, saving up for rainy days, investing and getting insured. I’d say that was impressive, given that many folks of their generation do not believe in getting themselves insured.
Thanks to my parents’ good financial planning and good money habits, my brother and I both avoided the fate of giving up our dreams of pursuing tertiary studies and my mother need not have to work for money.
So here I am, paying forward to the values my parents have imparted to me. I aspire to help more families so that they and their next generation will be able to reap from the seeds that they have sowed earlier – parents happily retired and kids graduating from the school of their choice.

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek unbiased financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

Lisa Eng

A little about me:

I help millennial parents set up financial portfolios so that they can retire five years earlier while being able to afford the best experience for their kids by using a simple three-step process.

Hi, I am Lisa, with 8 years of a successful career in the banking sector, I’m currently a Senior Consultant with one of the biggest Financial Advisor in Singapore.

My clients work closely with me in analysing their financial portfolios, devising a personalized solution and executing the plan so that they can reach their financial goals.

I tend to work together in synergy with people who are:

  • Decision-makers in their profession because they are able to focus on the big picture and work decisively
  • Focus on their field of expertise and do not have time to manage their portfolio
  • Parents in their late 20s to 30s who believe that education and empowerment are the best they can bestow upon their kids

More about me…

 

 

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