My search to be a Valued Advisor

The Equity-Based Relationship
Most consumers see their advisors as peddlers. Our personalized practice ensures that we are also stakeholders in your future and we want to be DIFFERENTIATED. We constantly work towards a strategic lifetime partnership of TRUST with your family and business to ensure continuity in your future. We look into expectations and listen INTENTLY to your concerns through empowering questions before we embark on a lifelong working relationship. If both parties' values don't match on both sides, we shall not proceed from here. If it does, then we move to the next stage.

Starting as an entrepreneur in this business in year 2005, I was truly inspired by the giants of this industry and how they can impact lives through their personal journeys with their clients. When I came in, I wanted to be the BEST I can be for the people I work with and build lives around me, to help them grow, and in the process to grow myself too. I believe that life is to be filled with passion with meaning and purpose.

God has wonderfully blessed me with an ability to listen intently to people’s lives, of not what is seen, not what is said, but what lies within the heart of a person. With faith in the heart, any person can move mountains! And that is the kind of faith I have, to TOUCH lives through the experiences and wisdom of my mentors, the professionals and business owners I work with. To keep myself sharp, I constantly upgrade my Knowledge and Skills to empower my clients with tools to ensure their continued financial growth and security.

My approach to business is different and unique because I want to be doing it in a manner that is TAILORED specially for you only.
All my successes and achievements I received is from God above, strongly supported together with my beloved wife, Joy Koh Wei Ling and my very experienced and wise mentors! I am only an instrument of God to help build HIS kingdom on earth! Ever since 2006, I am proud to have achieved MDRT consecutively every single year.

Here are some of my humble achievements, graced from God above.

3. Manulife's Top Financial Planners (2008), 1st runner up (NAC)

4. Prestige Group's Top Financial Planner (2008-2010) NAC & Case Count

5. Manulife's Top New Financial Planner (2006), 2nd runner up (NAC) & 1st runner up (Case count)

Through my journey in this enjoyable industry, I have gone through many life changing experiences that makes me a better person than who I am yesterday. And I would like to share with you one particular journ­ey with a client below (with his permission)…