Having accumulated almost a decade of experience in both the banking and financial planning industries, I’ve had the privilege of serving clients across all age groups and nationalities.

With my background as a Foreign Exchange Banker, I developed an acute sensitivity towards currencies and financial figures — a skill that allows me to deliver uniquely tailored financial plans, especially for foreign clients looking to establish a financial foothold in Singapore’s dynamic financial hub.

Currently, I lead a team of mid-career switchers, including ex-managers and even a doctor, all of whom have brought their own wealth of experience into this renewed career in financial advisory. Together, we focus on our clients’ financial wellness. The diverse expertise within my team allows me to ensure that every plan we craft is both meaningful and precise, no matter the client’s background.

I constantly strive to give my best so that my clients receive the best. As a Certified Chartered Financial Consultant (ChFC/S), Associate Estate Planning Practitioner (AEPP), and a recognised Premier Financial Consultant who has achieved the prestigious Million Dollar Round Table (MDRT) award multiple times, I aim to bring both credibility and clarity to every financial decision my clients make.