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About me

 

I believe that listening and understanding of what matters to every individual lays a strong foundation for lifelong trusting relationships with my clients. Through integrity, creativity and meaningful engagement with my clients, I strive to help them achieve a holistic plan for their family, career and business.

 

Working with business owners and high-income professionals since 2005, I saw how building and growing their businesses can threaten my clients' financial stability as they sacrifice the comfort and stability of a well-paying job in pursuit of a bigger dream. After witnessing a friend lose everything to a failing business, I committed myself to guiding business owners through their financial planning holistically - to grow, protect and manage their wealth and assets. Besides providing security to both my clients' businesses and family, a holistic plan can also lead to income generation. 

 

Gregory

Manulife Financial Advisers Pte. Ltd.

Legacy Planning | Retirement Planning

Certified Financial Planner

2019-2023 : Court of the Table (COT)

2007-2018 : Million Dollar Round Table (MDRT)

2015: Financial Services Consultant of the Year - NAC

2014: Financial Services Consultant of the Year - A&H ANP (2ND)

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