Making a Difference to your Financial Future

My Story

🚀 Retire Early? Grow Your Wealth? Let’s Make It Happen! 💰

One of my most rewarding moments was helping a client retire immediately with a well-structured plan.

💡 How far are you from financial freedom?
Whether it’s early retirement, 💼 saving for a wedding 💍, or investing in property 🏡, your goals are within reach—with the right strategy.

☕ Let’s Talk Over Coffee!

Let’s craft a plan tailored to you. 

My Services

Save

The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.

Protect

Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.

Grow
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.

Life Health Insurances

Partnerships with Many Insurance Providers and Not Limited to the Following:
✅ NTUC Income 🏦
✅ Manulife 📈
✅ Singlife 🚀

✅ Tokio Marine 🌊
✅ China Taiping 🇨🇳
✅ TransAmerica 🌎
✅ Etiqa 🔰
✅ And More! 🔎

Investments Only

✅ IFAST 📈
✅ Navigator  🚀
✅ And More! 🔎

General Insurance

✅ Motor & Car Insurance 🚗
✅ Travel Insurance ✈️
✅ Maid Insurance 👩‍🍳
✅ WICA ⚒️
✅ Worker’s Security Bond (MOM) 🔐
✅ Employee Benefits  🏥
✅ Golf Insurance ⛳
✅ And More! 🔎

Legacy Planning

✅ Will 📜
✅ Wasiat 🕌
✅ Lasting Power of Attorney 🏥
✅ Advanced Medical Directive ⚕️
✅ Living Trust 🔐
✅ Testamentary Trust 🏛️
✅ Deed of Family Arrangements 🤝

My Achievements

Top Rookie
2012

Videos

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PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

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