I am currently a Senior Wealth Manager in PFPFA, with over 3 years of audit and assurance experience with local companies before foraying into wealth management and insurance. I have been in the industry for more than 4 years, and served clients in Singapore with many other hailing from overseas such as the USA, Taiwan, Thailand, Philippines and Malaysia. My experience and background in the financ
ial industry gives me an advantage in serving the wealth planning needs of today’s Mass Affluent segment. I am passionate about being in a partnership with my clients as we build a solid relationship while we go through the ups-and-downs in life together, collectively devising solutions along the way to cope with life challenges in serving their needs with the confidence that their tomorrows are well taken care of. Far from the one size fits all approach, I personalise my bespoke wealth planning services specifically to cater to each client. Coupled with my Auditing and Accounting background, as well as preparing and understanding company's financial statements, I have built a firm foundation of financial concepts. I am a firm believer of working for assets instead of working for income. The services I provide to enhance the portfolios of my clients are aplenty, which include:
- Estate Planning
- Financial Planning
- Investment Planning
- Corporate Insurance
- Business Succession Planning
Your future depends on the sum of choices you make in life. I am excited to see where this journey will take me. Are you excited about the life you are going to live?
