Welcome to sgfinancialplanner – Your Partner in Financial Success
With more than 20 years of experience in the financial industry, I am dedicated to crafting personalized strategies that secure financial well-being and peace of mind for individuals and corporations alike. For individuals, I specialize in Retirement Planning, Legacy Planning, 3-Generation planning, and Effective Asset Allocation—a
ll tailored to meet your specific needs and goals. For corporate clients, I offer strategic programs such as Keyman Insurance, Golden Handcuff Packages, and Comprehensive Employee Benefit solutions to safeguard and motivate your team. My qualifications as a Certified Financial Planner Practitioner, Chartered Financial Consultant, and MDRT Qualifier, along with my Bachelor’s degree in Economics and Finance, ensure that my clients receive expert advice grounded in both knowledge and experience. We believe in giving back and empowering the community through our Team Social Responsibility (TSR) initiative. As part of this effort, we offer customizable lunchtime talks at client offices to educate, enrich, and empower employees with vital financial knowledge. These sessions are tailored to raise financial literacy and foster a culture of financial awareness within the workplace. Let’s work together to build a secure financial future—for today, tomorrow, and the generations to come.
