9th Runner-up, Top Director 2022

Born in a humble family in a small village in Malaysia, I made a career switch from being a manager at a 5-star hotel to financial consulting, where I now lead a team of eight in the organisation. In this five-year career, I have received International Dragon Awards (“IDA”) and qualified as a member of the Million Dollar Round Table for five consecutive years from 2018-to 2021. I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award from 2019 to 2021, and I am also a member of the AIA Financial Advisers Centurion Club in 2020 and 2021. 


This is a people’s business.

From my 7 years of experience in the hotel industry, I have learnt that having service skills is important in a people’s business like this industry. If you know how to serve people well, always go the extra mile and provide services that exceed expectations, you will have no problem selling. People buy because of who you are, not necessarily because of the product alone.


Setting my own KPIs

As a financial consultant, my biggest goal is to impact more lives — at least 100 lives year after year. I feel a sense of fulfilment when I am able to help my clients plan out a comprehensive portfolio. Eventually, I hope to do proper financial planning for 1,000 families and lead a team of at least 50 successful associates with a common mission.


Have the right attitude from the beginning.

When you focus on people, money will come. When you focus on money, people will go. Always have the mindset of putting clients first. Without the trust and understanding of your clients, you will not be able to achieve whatever successes you may have.


9th Runner-up, Top Director 2022

AIA Centurion Club 2023, 2022 and 2021

AIA FA Pinnacle Club (Unit) 2023, 2022 and 2021

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022

AIA FA Prestige Platinum Club 2020

Court of the Table 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2020 and 2019

International Dragon Award – Silver Dragon Award (Agent Category) 2022 and 2021

100 IDA Team Award 2023, 2022, 2021, 2020 and 2019

Million Dollar Round Table 2020 and 2019

Associate Specialist in Estate Planning (ASEP®)

Institute of Banking and Finance Qualified (IBF Qualified)

Associate Financial Consultant (AFC)

Diploma in Personal Financial Planning (DPFP)

Bachelor of Arts in Management and Hospitality Management



Lucas has a way of simplifying the seemingly confusing concepts of financial planning and insurance into clear and easy-to-digest portions. This understanding is important, in knowing what you are paying for, and he welcomes questions. He is also transparent in sharing his considerations for planning policies. Not the most expensive, or the most comprehensive, but the best fit and suitability based on the individual’s circumstances. What sets him apart from many other agents is the place where his heart is at, the right place, to genuinely help.


I have been a client of Lucas for several years now, and I have to say, Lucas is the most responsible & professional agent that I have ever dealt with. I would HIGHLY recommend Lucas to anyone I know. I’ve purchased a few products from him over the years and I have always felt confident that I was making a wise investment. Admittedly, I don’t know much about insurance or investments, but Lucas has always taken the time to educate me and inform me about updates on products that I have purchased. Lucas is extremely accommodating and hardworking. If I should ever have any questions, Lucas will always be there. If he cannot give me an answer right away, he will always get back with the information as soon as possible. It is obvious that he is not out to make an easy dollar, and he always has his clients’ best interests in mind. Thank you, Lucas, for making my investment & insurance buying experience a stress-free one.


他不是我接触的第一个财务顾问,却是让我能够信任的那一个。他会把最新的消息传达给我,会介绍我最适合和最需要的保险。 因为是他,所以相信。


Lucas is exceptional in his performance, both as an advisor to his clients, as well as a leader to his team. Within the first 3 years of his career with us, his strong dedication and unwavering drive for his work were recognised with multiple awards, both local and overseas. He has also since been invited onto international platforms, such as IDA, as an honoured speaker to inspire fellow practitioners in Asia. As his Executive Director and a colleague, I have full confidence that he will continue to make his mark in the financial services industry, and groom many more successful financial consultants and leaders in the years to come.


Lucas is a great person with great character. He is very trustworthy and always provides excellent service to his client. Lucas has made the process of insurance handling as easy as possible. He never fails to provide us with a comprehensive and detailed financial planning solution that fits our needs. The experience is something that we’ve never had before. I am concerned more about after-sales service and Lucas goes above and beyond when we needed his help. He assisted us to settle all the claims in the quickest manner. His after-sales services well exceeded our expectations. I would recommend Lucas to any of my friends or family.

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