Important Notice

Our Client Service Centre and Hotline will close early at 1pm on Friday, 08 Dec 2023 for a company event. We apologise for the inconvenience and look forward to serving you when we resume normal operations on Monday, 11 Dec 2023.

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Important Notice

Starting from 26 Dec 2023, our Client Service Centre will be relocated to level 13 of Manulife Tower. There will be no disruption to our services during this time. We look forward to serving you at our new location.

View more
Important Notice

Our Client Service Centre and Hotline will close early at 1pm on Friday, 08 Dec 2023 for a company event. We apologise for the inconvenience and look forward to serving you when we resume normal operations on Monday, 11 Dec 2023.

View more
Important Notice

Starting from 26 Dec 2023, our Client Service Centre will be relocated to level 13 of Manulife Tower. There will be no disruption to our services during this time. We look forward to serving you at our new location.

View more
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About me

 

My tenure at a reputable local bank laid the groundwork for my journey as a financial consultant. However, it was my transition to Manulife that truly expanded the horizons of the solutions I could offer, allowing for a more comprehensive and holistic approach to financial planning. 

 

With a strong foundation in investment, retirement, tax, and estate planning, I am privileged to pursue my greatest passion – educating others to optimise their finances, grow their wealth, and safeguard their future.

 

What brings me immense joy is the opportunity to collaborate with a diverse range of clients, spanning from individual retail investors to local small and medium-sized enterprises (SMEs). By delving into their unique needs and aspirations, I am able to design tailored and personalised solutions that empower them to achieve their financial goals. Attentively listening to their challenges and crafting curated strategies for their life objectives is what brings me the utmost fulfillment.

 

Bob

Representing Manulife (Singapore) Pte. Ltd.

Legacy Planning | Retirement Planning

2023: Million Dollar Round Table (MDRT)

Associate Estate Planner Practitioner, IBF Advanced Level 3 Financial Planning (Personal)

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