Dedicated to impacting lives in the marketplace. I have personally served over a 1000 lives for more than a decade. If you have need in life, be it in your career, finances or life decisions, feel free to hit me up :)
Filled with passion for the financial industry, Daniel accumulated 8 years of experience in both banking & financial planning. He currently leads a team of mid career switchers in their renewed career taking care of client’s financial wellness.
Coming 8 years in the industry, I believe it's important to transfer the knowledge of financial literacy to as many young advisors as possible, so they can continue to assist more people to achieve their financial goals in life.
As a strong advocate in a holistic financial planning, many clients have changed their perspective towards managing their finances after meeting me. I strongly believe in the ability of a holistic financial planning to make an impact in people’s lives.
I’m driven by a passion for empowering clients to achieve their financial goals and dreams. With a strong foundation in finance, I founded Finback — a team of young, dynamic financial consultants committed to delivering holistic and sophisticated financial planning strategies.
For nearly a decade, I have dedicated my career to being a financial consultant, driven by a passion for helping clients achieve financial security and their dreams. Financial planning is not just a service—it’s a promise of stability and a safety net for life’s uncertainties.
My goal is to help individuals and families build secure financial futures by providing personalized solutions tailored to their needs. Whether you're planning for a comfortable retirement or protecting your loved ones, I’m here to guide you every step of the way.
I focus on fulfilling the varied financial needs of my clients through customised financial planning, and I am always on the lookout on gaining further knowledge and create greater awareness on issues related to financial planning and literacy for the financial well-being of my clients.
My journey into the insurance industry began with a deeply personal experience. Years ago, my father had to undergo bypass surgery. That period was not only emotionally challenging for our family, but it also opened my eyes to the immense importance of financial preparedness and protection.
With 6 years of advisory experience and having served over 350 clients, I am passionate about forming meaningful relationships. I believe that everyone I cross paths with deserves to be heard, and I strive to guide each person through the different stages of their lives with care and understanding.
I always do my best in giving my clients good financial advice and helping them achieve their financial goals as soon as possible. I always believe in doing things ethically, which gives me a sense of satisfaction.
I believe in developing my career as a Financial Consultant by upholding my core values: Integrity, Empathy, Respect, Commitment, and Self-improvement. These values guide my actions, allowing me to serve clients with honesty and care.
I’m a dedicated financial planner with Prudential and an estate planner with Get Arrange, passionate about helping clients achieve their financial goals and secure their legacies.