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Legacy Planner/Award-winning Author/Chartered Financial Consultant®/S/Chartered Life Underwriter/Trust and Estate Practitioner/Certified Legacy Planning Associate/Certified Family Office Advisor

Sissi Goh Yan Xi

REP No.: SGY300350192

Financial Advisory Manager

I am Sissi Goh, the legacy planner in Singapore, and the award-winning author of the book ‘Wealth Management Isn’t Just for The Rich’. I advise clients across the whole spectrum of wealth management and I specialise in family inheritance and succession planning.

I have experience in private wealth and hedge fund consulting. I am a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Trust and Estate Practitioner (TEP), Certified Legacy Planning Associate (CLPA), Certified High Net Worth Advisor and Certified Family Office Advisor. I am a full member of Society of Trust and Estate Practitioners (STEP) and the youngest founding member of Asia Estate Planning Association (AEPA).

I graduated with a Master of Public Administration in International Finance Policy and Management, from Columbia University, in the City of New York. My philosophy is that an individual’s real wealth encompasses both financial and psychological aspects and that everyone can enrich their lives by adopting some of the principles of the wealthy.

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Testimonials

During my interactions with Sissi, I’ve always felt that she’s a very earnest advisor who’s extremely keen and passionate about helping others with their wealth management. There’s no doubt that she’s a professional in her field. Her adept use of excel sheets and concise explanations brought me up to speed on the various packages. She has a tenacious attitude towards ensuring her customers’ clear understanding of the terms and benefits which I found admirable. All in all, she’s a good person who’s dedicated to her work and I’m grateful for her consultation services.

Jeffrey

Research Engineer at DSO National Laboratories

Sissi is both my friend and my wealth advisor. I appreciate her frank insights in helping me making good financial decisions and she is passionate about her work. I’m happy with her service, and would recommend her to people who need to build and strengthen their financial foundation.

Hong Kiat

Civil Servant at Ministry of Finance

I have known Sissi for about a year. She struck me as a wealth management consultant with high professionalism, strong customer-centric mentality, and deep knowledge and expertise in the field. She has been helping me personally to manage my wealth where she would go above and beyond in understanding my situations and showing me the best products based on my circumstances. One example is that I had some questions regarding two investment products, Sissi made comparisons of 5 different products and showed me suitability of each product for my situation. I was thus very impressed with her recommendations. She would also put her customers first where she would make quarterly reports to every client showing them the performances of their respective investment portfolio. This shows that she cares deeply for her clients and their financial well-beings. Lastly, a key differentiation is that she also strives to constantly improve herself personally and professionally. She always finds new ways and innovative approaches to help clients. At the same time, she always strive to broaden her knowledge base by taking additional classes and workshops. I highly recommend Sissi and her service to those who are looking to grow their wealth.