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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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