Basil’s appreciation for the importance of financial planning came about when he saw how a lack of comprehensive planning resulted in monetary stress in his family. Motivated by his desire to help those around him attain a higher level of financial literacy and avoid similar stress, he has met over 300 individuals to do customised planning and is currently serving close to 100 clients including students, fresh graduates, their parents and pre-retirees. All of which choose him as their consultant because of the clarity, efficiency and objectivity in his structured planning processes.

Fast forward and he is one of the youngest Associate Directors around and a member of the Million Dollar Round Table representing a top strata of advisors.