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Buy NowWith over a decade of experience in the financial services industry, I take pride in being part of Financial Alliance Pte Ltd, Singapore’s Largest Independent Financial Advisory firm with $1 Billion in Assets Under Management. Since 2013, I’ve been committed to delivering unbiased, one-stop financial planning services, specializing in Estate Planning.
I hold multiple professional certifications, including the Associate Estate Planning Practitioner (AEPP®) designation certification by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL) since August 2016, Associate Estate Planning Adviser (Associate EPA) designation certification by Asia Estate Planning Association (AEPA) since September 2024, Certified Will Planner (CWP) credential for Will Planning Service (Personal) since October 2024 and IBF Qualified (“IBFQ”) credential for Financial Planning (Personal) since September 2016. Additionally, I’m an Associate Financial Planner (AFPCM), an Associate Financial Consultant (AFC), and a Singapore Accredited Mortgage Planner (SAMP™). These credentials reflect my dedication to maintaining the highest standards of competency, ethics, and professionalism in financial planning.
My Passion
I’m passionate about providing impartial, comprehensive financial advice that aligns with my clients’ interests. I specialise in fee-based estate planning services such as Comprehensive Will Writing, Lasting Power of Attorney (LPA), Advance Medical Directives (AMD), Personal Trusts Planning, CPF & Insurance Nominations, Advance Care Planning (ACP), and SNTC Special Needs Trust.
Beyond estate planning, I offer various financial solutions—from life insurance and investments to general insurance. My clients range from individuals and families to small businesses and corporations, and I’m dedicated to helping each of them reach their financial aspirations.
My Belief
I firmly believe that now is always the best time to leverage expert advice and available resources. By building strong financial literacy, we can all make informed decisions that enhance our financial well-being, no matter the economic climate.
Let’s connect over coffee soon!
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