Our Team

Within my short stay of 2 years in this career I’ve already attained the Certified Financial Planner accreditation (CFP), deemed as the gold standard of financial planning in the world, Associate Estate Planning Practitioner (AEPP®) and Singapore Accredited Mortgage Planner (SAMP™). These achievements have equipped me with a solid foundation to better serve clients of varying backgrounds. Under the guidance of the top 1% of the industry, we are equipped with exclusive award winning tools created to serve the UHNW and HNW market.

Our team’s proven methodology has also empowered numerous families to reach their first million and beyond. While I have $20 million in investments under advisory for my clients, as a firm we have more than $2 billion in assets under advisory.

As a computer science graduate, I believe in the use of tools and platforms to bring my clients closer to their goal. With the various tools that I am exposed to, through applying them on my clients, I have been able to create multiple million dollar investment funds for clients and helped them to retire 10-15 years earlier. My personal philosophy is that as my clients work hard I also want to ensure that their money works harder for them.