Our Team

Alan began his journey as a financial expert from being an auditor in Deloitte & Touche LLP some ten years ago but quickly realised his calling to use his financial knowledge to help people on a personal basis. Now with almost a decade’s worth of financial advisory practice to his name, Alan is in the top 3% by the Court of the Table defined through the Million Dollar Round Table Organization and also won the Chairman Round Table Award, the most prestigious internal company award by IPPFA. 

As a Certified Financial Planner (CFP) the acclaimed gold standard of Financial Planning, Alan has worked with over 200 clients who are Senior Management, Professionals and Business Owners. Alan specialises in Investment and Retirement Planning and enjoys exploring joint ventures, business investments and collaborations in the form of franchises, education and blockchain. He strongly believes in providing holistic quality advice to clients who trust his breadth of knowledge in various fields. 

Alan’s biggest source of happiness and motivation comes from his wife, and two-year-old daughter. He firmly believes that our time on earth is just a tiny fraction compared to the existence of the universe and we should live the best of it by helping ourselves and others. In his free time, Alan indulges in art collectables, and reads biographies of some of the greatest minds in the world, from Lee Kuan Yew to Steve Jobs. Alan champions the idea that everyone deserves the chance to succeed and be financially independent, and he hopes to always be able to help people to do so. His ultimate vision is to bring positivity to people through the business he invests in.

Alan holds a Bachelor in Accountancy (Honors), from the Nanyang Technological University of Singapore, and has multiple professional certifications to his name including Associate Financial Planner (AFP), Associate Wealth Planner (AWP), Certified Financial Planner (CFP), Associate Estate Planning Practitioner Professional (AEPP) and Associate REIT Investment Advisor (ARIA). He also holds a certification in Positive Psychology from UPenn, and Certificate in Enneagram Coaching.