With 9 months of experience in the financial industry, I specialize in helping individuals and families achieve financial security and long-term growth. I am fortunate enough to achieve the MDRT recognition as one of the top 10% financial consultants globally and became a Senior Personal Wealth Manager at Ascendance Wealth Management.
I am committed to accelerate my clients financial goals by 5-10 years and help them gain better clarity and simplify every complicated life process into easy to achieve steps.
Specializations:
1. Curated Investment Strategies (invest lesser to free up more money to spend on what truly matters while achieving higher returns than other platforms)
2. Insurance Optimization (reduce insurance cost by up to 50% and in some cases eliminate it entirely while increasing coverage)
3. CPF Optimization Strategies (to get more interest % as compared to what CPF offers)
4. Legacy Distribution and Wealth Multiplication (ensuring financial legacy for future generations)
