With over eight years of experience as a financial consultant, I’m passionate about helping individuals and families navigate their unique financial journeys. Since starting this career in 2016, I’ve focused on building trust and lasting relationships—many of my clients have become not just partners in planning, but cherished friends. Proudly affiliated with Financial Alliance since 2018, I hold a Certified Associate Wealth Planner (AWP) designation and specialized training in Wills and Trusts, equipping me to provide holistic, actionable solutions tailored to your needs.
What defines my approach? I believe finance shouldn’t feel intimidating. I thrive on breaking down complex ideas into clear, relatable steps—no jargon, no overwhelm. Blending strong analytical skills with patience and transparency, I take the time to truly understand your goals, worries, and aspirations. Together, we’ll craft personalized strategies that balance practicality with vision, empowering you to make confident decisions for your future.
Let’s start a conversation about your goals—I’d love to partner with you in creating a roadmap to financial security and success. Your wealth journey begins here, and I’m excited to walk it with you.
I’m privileged to work with a wonderfully diverse client base: 50% are Singaporeans, expatriates based in Singapore, and Malaysians, while the other 50% are Indonesian nationals, including High Net Worth Individuals. My mission is to provide unbiased, transparent, and client-centered financial solutions that prioritize your goals and long-term success. Having worked extensively across borders, I understand the unique needs of our regional clients—for instance, many Indonesians and Malaysians find Singapore-based strategies both accessible and cost-effective.
Core Services:
Core Services:
Specialized Services:
1. Estate & Legacy Planning: Ensure your wealth benefits future generations.
2. Will & Trust Planning: Draft and review legal documents to protect your wishes.
3. Succession Planning: Smooth transitions for family businesses or wealth transfer.
4. Philanthropic Planning: Integrating charitable giving into overall financial and estate plans.
5. Multi-generational Wealth Planning: Addressing the unique financial needs of families across generations.
Qualification :
Bachelor of Science in Computer Engineering, Boston University
Associate Wealth Planner (AWP),
Certified Estate Planner
Financial Alliance Quality Class Award (Merit)
Top Producer of SWG: December 2024
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