Sarah began her financial consultant journey in June 2023 while pursuing her undergraduate degree in Psychology at Singapore Management University. Her academic background in psychology equips her with a deeper understanding of her clients’ needs, behaviors, and decision-making processes, enabling her to provide tailored financial solutions with empathy and precision.

Despite being relatively new to the industry, Sarah has quickly distinguished herself as a high-performing advisor. She has achieved the prestigious MDRT 2025 designation, been recognized as a Senior Personal Wealth Manager (2025), and earned membership in the AIA FA Prestige Titanium Club (2025). In addition, Sarah holds certifications as a Certified Will Planner (Simply Wills) and Certified Estate Planner (Get Arranged), along with IBFQ Level 1 certification, further validating her expertise.

Sarah is passionate about financial advisory because it allows her to combine her knowledge, skills, and genuine care for people to make a meaningful difference in their lives. She is dedicated to helping her clients achieve their financial goals, providing guidance and support as they navigate life’s important milestones.

She primarily serves fresh graduates, working adults, and pre-retirees, focusing on retirement planning and legacy planning. Whether helping clients build a secure retirement or create a legacy for future generations, Sarah approaches each relationship with attentiveness and professionalism.

Her unique combination of academic insight, professional dedication, and heartfelt passion makes Sarah a trusted advisor committed to her clients’ financial well-being.