Herald Associates

06/03/2025

02/01/2025

Alvin Chan
Champion.
Top investment sales Wealth Manager 2024 in PFA.
Valuable Associate of HERALD.

19/09/2024

Andrea Lee, Senior Executive Wealth Manager with PFA Herald Associates honoured with Long Service Performance Award of 25 years by Prudential. Congratulations!

19/09/2024

Awarded 25th year Long Service Performance Award by Prudential.

04/09/2024

Congrats Andrea Lee from HERALD Associates for being the Top Investment Sale Wealth Manager in June-August 2024.

06/08/2024

HERALD Associates’ Celebration lunch given by IFAST for being the TOP Investment Sales Team as on July 2024.

29/07/2024

Farewell dinner to PFA first CEO, Bernard Chai.

23/07/2024

Meet Joanne Tang ..a Senior Executive Wealth Manager with HERALD Associates.

“As a passionate advocate for change in the insurance industry, I began my career as a Financial Consultant with Prudential right after my graduation. Throughout my journey, I’ve consistently challenged conventional norms, but what truly enriched my career are the lifelong friendships that transcend traditional client-adviser relationships.
Clients appreciate my refreshingly candid approach, which sets me apart in our industry. And I take great pride in being a trusted confidant and advisor to those who have entrusted me with their financial security.
My ultimate mission is to empower individuals and families to achieve financial freedom, and I’m driven by a commitment to making a lasting impact in the lives of those I serve. “

Joanne Tang IBFQ, BSc, AFC
6X MDRT
5X Premier Adviser (Bronze)
13X StarClub Winner
15X QC Qualifer

Contact@
[email protected]

23/07/2024

Meet Joanne Tang ..a Senior Executive Wealth Manager with HERALD Associates.

“As a passionate advocate for change in the insurance industry, I began my career as a Financial Consultant with Prudential right after my graduation. Throughout my journey, I’ve consistently challenged conventional norms, but what truly enriched my career are the lifelong friendships that transcend traditional client-adviser relationships.
Clients appreciate my refreshingly candid approach, which sets me apart in our industry. And I take great pride in being a trusted confidant and advisor to those who have entrusted me with their financial security.
My ultimate mission is to empower individuals and families to achieve financial freedom, and I’m driven by a commitment to making a lasting impact in the lives of those I serve. “

Joanne Tang IBFQ, BSc, AFC
6X MDRT
5X Premier Adviser (Bronze)
13X StarClub Winner
15X QC Qualifer

Contact@
[email protected]

19/07/2024

Meet Jamie…an Executive Wealth Manager with HERALD Associates.
As Executive Wealth Manager, Jamie understands that everyone has a different risk appetite and relationship with money. Therefore she prefers a more collaborative approach with each individual in developing their own financial portfolios. She seeks to break down technical contract jargon and complicated financial instruments and present them in ways that help clients make informed decisions in their financial matters. Ultimately, she aims to empower her clients by working on their financial literary and equipping them with the necessary solutions to optimise their financial portfolios. Outside of work, she loves making new connections and exploring new places, and is always up for the next adventure.

Jamie Sim BA(Hons)
2X MDRT
2X Premier Adviser (Bronze)
6X StarClub Winnie
6X QCE Qualifier