My Story
One of my most rewarding moments was helping a client retire immediately with a well-structured plan.
π‘ How far are you from financial freedom?
Whether it’s early retirement, πΌ saving for a wedding π, or investing in property π‘, your goals are within reach—with the right strategy.
Let’s craft a plan tailored to you.
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.
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.
Life Health Insurances
Partnerships with Many Insurance Providers and Not Limited to the Following:
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NTUC Income π¦
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Manulife π
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Singlife π
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Tokio Marine π
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China Taiping π¨π³
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TransAmerica π
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Etiqa π°
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And More! π
Investments Only
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IFAST π
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Navigator π
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And More! π
General Insurance
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Motor & Car Insurance π
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Travel Insurance βοΈ
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Maid Insurance π©π³
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WICA βοΈ
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Worker’s Security Bond (MOM) π
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Employee Benefits π₯
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Golf Insurance β³
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And More! π
Legacy Planning
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Will π
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Wasiat π
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Lasting Power of Attorney π₯
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Advanced Medical Directive βοΈ
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Living Trust π
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Testamentary Trust ποΈ
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Deed of Family Arrangements π€

Financial Planning Ebook
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