I am 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.
I have experience in private wealth and investment consulting, including hedge fund analysis and wealth management. Having advised clients on a wide range of financial products and services, 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.
I graduated with a Master of Public Administration in International Finance Policy and Management, from Columbia University, in the City of New York. I am currently a member of STEP, a global professional association for practitioners who specialise in family inheritance and succession planning. I am also a Chartered Financial Consultant, Chartered Life Underwriter and Trust and Estate Practitioner.
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Will I be able to retire comfortably?