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Our Teams

The Experts Behind
Your Success

Behind every success story is a team committed to excellence and growth.

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With a strong belief that great financial planning starts with trust, I treat every customer as a friend, building relationships that go beyond consultation. Patience and understanding are at the core of my approach—I take pride in addressing doubts, clarifying complex concepts, and empowering clients with knowledge.

Libra

Financial Consultant

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Hello, I’m Li Mei, your new favorite financial consultant! I’m here to make numbers not just make sense, but work wonders for you.

Li Mei

Financial Consultant

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This philosophy is rooted in the belief in helping my clients solve problems and not merely addressing their issues but actively creating value. It emphasizes a synergistic approach, where solutions not only resolve problems but also generate positive outcomes.

Marcus Low

Financial Consultant

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Detail-oriented and client-focused, I am committed to empowering individuals and families to achieve their financial goals. 

Mervyn Leow

Financial Consultant

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As a former police officer, protecting people was in my blood. I joined financial advisory to continue that mission—this time, by helping families protect their future and grow their wealth with confidence.

Nicholas Tan

Financial Consultant

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From a young age, I was inspired by how people in the finance industry carried themselves—it always seemed like a dynamic and professional field. Although I initially thought it would be difficult to enter the industry without a finance-related diploma or qualifications, this career opportunity allowed me to take my first step into the financial sector.

Tee Jia Yee

Financial Consultant

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I was drawn to this industry because it allows me to help individuals and families make informed decisions about their financial future. The idea of combining analytical thinking with meaningful human interaction really resonated with me, and that’s what led me to make the switch.

Thae Su Zin

Financial Consultant

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⁠Inspired by cash in a can from my grandma, I decided to join this industry to provide cans solution to clients that align with their growth and protect their wealth in their generation and the next. 

Troy Ong

Financial Consultant

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I’ve grown through rejections, small wins, and moments of clarity that shaped who I am today. I’m proud of the progress, but even more excited about what’s ahead. From learning how to truly listen to clients, to understanding the deeper meaning behind financial planning, every step has been a chance to grow in both skill and character.

Zenon Chow

Financial Consultant

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Like many others, my journey into this industry wasn’t a straight line. After months of job searching, I was looking for an opportunity where I could grow, challenge myself, and build something meaningful. I took a leap into the financial services field — and I’m glad I did.

Ham Kai Jie

Financial Consultant

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I entered this industry with a deep desire to continue making a meaningful impact, this time by empowering others financially. Helping people navigate life with greater confidence and clarity remains at the heart of what I do.

Jagthishini

Financial Consultant

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I was drawn to this journey by the potential for personal growth and the opportunity to create meaningful impact — even if I didn’t have all the answers at the beginning.

Jia En

Financial Consultant

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As a financial consultant, my philosophy is rooted in a client-centered approach that prioritizes your unique goals, values, and financial circumstances. I believe in fostering long-lasting relationships built on transparency and trust, ensuring that you are fully informed and comfortable with every decision made.

Kave

Financial Consultant

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I joined this industry is because of my late father. He never believe in insurance and when he is gone, the painful experience lies on the shoulders of the loved one and now I am on a mission to save as much families as I can through insurance

Nicholas Tang

Financial Consultant

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With a background in banking and finance, I was naturally drawn to this field — though financial planning was only briefly covered in my studies, I was curious to explore it in greater depth through real, hands-on experience as a practitioner.

Xavier Lee

Financial Consultant

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Let’s Talk

Here to Guide,
Every Step of the Way

From business planning to personal wealth management, we’re committed to helping you make informed, confident decisions.

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