I started my career as a financial consultant in my freshman year while pursuing a Bachelor of Business Administration at Singapore Management University (SMU). At the age of 21, I am honoured to have achieved MDRT in 2026, a milestone that reflects not only professional discipline, but also the trust my clients have placed in me and the relationships we have built together. I am also a Certified Estate Planner, which allows me to support families more deeply in their planning beyond their lifetime, including guiding them through the structuring of wills and trusts, as well as the setting up of Lasting Powers of Attorney.

Growing up, the idea of having a financial consultant was a foreign concept to me. Financial planning was not something my family actively engaged in, and over time, a series of poor financial decisions led to my family having only the bare minimum for their retirement. Experiencing this reality firsthand made me deeply aware of how the absence of proper planning can shape life outcomes across generations. This experience became the foundation of why I chose this profession. I wanted to help families make better decisions together, so that hard work in one generation can become stability, opportunity, and peace of mind in the next.

What began as a personal motivation has since evolved into a professional mission. I believe financial planning is ultimately about people and relationships. It is about having the right conversations early, aligning values across generations, and creating clarity so families can move forward with confidence. Beyond numbers and designing strategies, my role is to guide clients through decisions that respect both their present needs and their long-term responsibilities.

Today, I am privileged to work with clients across different stages of life. At the core of my practice is a long-term partnership mindset. I work closely with clients, often across multiple generations within the same family. Whether it is helping fresh graduates build strong foundations, supporting busy professionals as they grow and safeguard their wealth, or guiding parents and pre-retirees through retirement and estate planning, my approach is always holistic and deeply personal. By combining clear planning, prudent risk management, and thoughtful estate and legacy strategies, my goal is to help clients care for the people who matter most to them, today and for years to come.