Never did I expect that an endeavour born from personal interest to learn more about financial planning would become a career for me that has lasted more than a decade and, still counting! Over the years, I have had the privilege to partner with my clients in their respective financial planning journeys and be with them in times of need. Without their trusted referrals and encouragement, I would not have been able to attain accolades such as Million Dollar Club (“MDC”) Gold, MDC Platinum and AIA Financial Advisers Prestige Platinum Club memberships and Million Dollar Round Table (MDRT).
Journeying through the seasons of life.
Being a former engineer, I love systematic planning and problem-solving. I like to pay close attention to individuals’ unique circumstances so as to tailor bespoke portfolio-planning strategies for them. I derive great satisfaction from seeing my clients reap the fruits of effective financial planning at different stages of their lives. I always look forward to celebrating their significant milestones with them. This can only happen as a result of a relentless commitment to building long-lasting relationships.
“Do unto others as you would have others do unto you.” I believe in taking the first step to do good to others with utmost sincerity. It is this passion for what I do that has motivated me to continually upgrade myself to provide value-added advice and support to my clients. In recent years, I have also honed my expertise in holistic estate planning to provide a full suite of financial planning services to my clients.
Financial education for all.
I am grateful for this career that allows me to meet people from all walks of life. Being an educator at heart (as an active volunteer and teacher in children and youth programs in Southeast Asia), I seek to simplify complex financial terms into easy-to-understand concepts. I hope that this can help clients improve their financial literacy and make informed financial decisions for their lives.