Helping clients to create a LifeStyle they Deserve,
now while they are still working
and more so during their Retirement.
I joined Phillip Securities Pte Ltd in the Year 2000 and have 23 years of experience in the Financial Industry. I have a passion for investment and take pride in helping my clients to grow their wealth in a proactive manner, with focus on Creating multiple streams of Passive Income.
I have extensive experience in Financial, Retirement & Estate Planning and can work closely with clients to Create Incomes, Protect Assets and Establish A Legacy using Asset Allocation for risk minimisation. I believe every client’s retirement needs are different and will always seek innovative solutions to help clients achieve a retirement Life-Style they Deserve.
Financial Service Director
Advisor4U & Associates
Phillip Wealth Advisory
Phillip Securities Pte Ltd
Representative No : JCS200065232
Our MISSION is to partner with clients to establish and achieve financial goals through objective planning and management of their Investment Assets & Insurance Planning. Our aim is to help build, manage and maintain their wealth. We put our client’s interest first, act with integrity and honesty and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but our client’s success in achieving their goals.
Our CLIENTS share the realization that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieve it themselves. Our clients usually have no desire to manage their financial affair on a daily basis, want to simplify their lives and are willing to enter into long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.
We seek Solutions to help our clients :-
- Create multiple streams of Retirement Income
- Implement Protection Plan to protect their family
- Establish Health Insurance Plans to protect their Retirement Wealth
- Implement Asset Allocation for Risk Mitigation
- Establish Legacy Plan for their Children, Grandchildren and/or Charity