A Financial Consultant at Your Service
Hi, I'm Joe
I’m currently with one of the largest independently owned financial advisory firms in Singapore.
Over the years, I have helped over more than 500 individuals and families, especially new family with young children, professionals from various industries.
With my proprietary strategies and advice, they now have clarity and take better control over their financial future. I simply don’t believe in the
I'll work with you to create individualize solutions.
Ask me questions, share with me what's your concern and I'll be able to identify specific financial products which suit you the best. Start building your financial blocks with the very best in the industry. You’ll be surprised by what I can do for you, your business and your family.
Look forward to meeting you in person really soon!
for your loved one
Leave love, not debt
It’s important to keep yourself and your loved one protected.
What happens if you're not around, only left your loved one carry on the life they have, all your consolidated debts and living cost.
What else can you have done more, to give them a life that's not affected by you?
Let's find out what's your
gap and how much is sufficient to cover?
Business risk management
A good risk management helps with preventing unexpected large expenses.
As a business owner, protecting your business interest should be your chief priority.
Solutions as such could solve your worries:
Public Liability, etc.
Let's find out what's the potential risks that your business might face?
for your child
One sow and another reaps
As parents, you think
the best thing you can do for your children is to encourage them to go for school and get a good education.
Hopefully, that will help them land good jobs with higher earning power. But that’s an expensive goal.
Would you rather save up and earn interest, or borrow money and pay the interest?
Retirement Planning for your Golden Age
Failed to plan, plan to fail
Many of my clients are worried about their expenses when they eventually stop work.
Share with me what kind of retirement lifestyle you wish to have, and learn to set up
Capital guaranteed portfolio, hedges against inflation
Guaranteed stream of passive income
for your Future Generations
Ultimately, we wish to give your future generation a better head start with the wealth you have created and preserved.
But how can you ensure your wealth to be smoothly transferred to your desired beneficiaries in a tax-efficient, timely manner way?
If you find yourself paying a lot for insurance and feeling lost on what policies you bought, I can help you with a complimentary portfolio summary.
You will be informed if there's any duplicated coverage, outdated plans or overpaying for insurance.
Joe always keen to help me out with my questions related to financial planning and policy. He is polite, fast in responding and patience. His youthful attitude and cheerful way of responding make you feel positive too when having a conversation with him.