Important Notice

Our Client Service Centre and Hotline will close early at 1pm on Friday, 6 October 2023 for a company event. We apologise for the inconvenience and look forward to serving you when we resume normal operations on Monday, 9 October 2023.

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Important Notice

Our Client Service Centre and Hotline will close early at 1pm on Friday, 6 October 2023 for a company event. We apologise for the inconvenience and look forward to serving you when we resume normal operations on Monday, 9 October 2023.

View more
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About me

 

For over 20 years, I help my clients to build holistic financial plans and achieve their financial goals efficiently. My background as a Chartered Accountant and Chartered Financial Consultant has provided me with a systematic approach towards financial planning.

 

With proper financial planning, my clients have a clear overview of their assets and liabilities, cashflow, insurance, and investment portfolio. Through regular review, I gave my clients peace of mind as they monitor their financial health and ensure that they are on track to meet their various financial goals. My business philosophy is always to put my clients' interest first.

 

I have also been featured in The Sunday Times and Business Times for my expert opinions on diverse financial planning topics. As a Financial Coach with a wealth of industry knowledge, I am passionate in helping my clients navigate through the complex financial marketplace with ease and select the optimal solution that meet their needs.

 

Stanley

Manulife Financial Advisers Pte. Ltd.

Legacy Planning | Life & Saving Protection

Chartered Accountant of Singapore

Chartered Financial Consultant

IBF Advanced Level 3

Associate Estate Planner Practitioner

2022 : Million Dollar Round Table (MDRT)

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