Daniel's Team
Filled with passion for the financial industry, Daniel accumulated 8 years of experience in both banking & financial planning as a whole.
Loke Jia Sheng Daniel
ChFC/S, AEPP,
Associate Financial Services Manager
With experience as a medical doctor and financial adviser, Derrick is uniquely positioned to advise regarding insurance (health, life, critical illness and others). His excellence in wealth growth, preservation and legacy planning has also not gone unrecognized.
Gan Wei Chen Derrick
Financial Consultant
I believe in putting our clients' interest first by valuing and listening to their concerns before providing solutions. Looking forward to meeting more people whom we can value-add each others from our different walks of life and foster lifelong family-like relationship.
Lim Hui Leng Maggie
Financial Consultant
I hope to provide individuals with proper and comprehensive planning. To advise and assist individuals in their financial decisions.
Lum Hock Man
Financial Consultant
As a financial consultant, I like to know more about my clients before doing planning for them as planing should be personal and customised.
Veronica Tan
Financial Consultant
I believe that this career gives everyone an equal starting point, regardless of their background and experience. I also take this as an opportunity to acquire skills and knowledge beyond what I would learn elsewhere.
Wong Chin Yee Audrey
Financial Consultant