November 06, 2012

Eddy understands the importance of sound financial advice through educating clients and assisting them to make smart decisions in order to effectively plan through their life journey and future financial prosperity both now and throughout retirement. His vision "The Premier Choice For Your Financial Success."

Partially retired from providing financial advice since 2017, Eddy shifted his focus to coaching as well as mentoring some of the best practitioners in the financial services industry, empowering them to achieve breakthroughs in their life and career.

August 12, 2014

Dallen joined the financial services industry to seek breakthroughs in his life and career. He specialized in helping families and individuals, especially parents with young children to plan out their financial life journey. Over the years, he has formulated strong relationships with his clients who came from all walks of life. That explains why he enjoyed working with a variety of clients and has expertise in education and retirement planning, family income protection and beyond.

In his spare time, he enjoyed spending time alone, designing client portfolio and thinking about new ideas in helping more families to maximise their wealth.

July 06, 2015

Alan strives to create a safety net for himself and his loved ones and this encourage him to take a leap of faith to enter the world of financial planning. He has strengthened his clients' financial health and eased unforeseen circumstances through simple ideologies. Associating with like-minded professionals and constantly keeping up with changes allows Alan to stay relevant to his clients. He believes that everyone should be equipped with a contingency plan in the event their lives took a sudden downturn.

Outside of work, Alan enjoys competitive online gaming to develop a skill set of quick reflexes and communication which proves to be an important asset to his scope of work.

August 10, 2016

Manfred has been providing financial and investment solutions for global and local clients alike. His expertise has allowed his clients not only reaching their retirement goals but also financial freedom. 

Apart from business, he enjoys to run, swim and play basketball. At times, he doesn’t mind to try new adventurous stuff.

August 25, 2016

Hui Yi has been successfully incorporating her skillsets acquired from Bachelor in Business, Economics and Finance with state-of-the-art solutions for her clientele. Her clientele attained financial freedom with her wealth protection solutions and investment insights. 

During her free time, she loves traveling overseas to experience the different cultures in life.

February 06, 2017

Nicole joined the team with the mission of providing quality and first class advice in the areas of wealth protection, accumulation, preservation and distribution. She customizes a financial blueprint to help clients make better decisions with their money in an optimal way, creating a more favourable financial future for them.

She enjoys spending quality time with family and friends as well as travelling around the world to experience life from different perspectives. 

June 21, 2018

Faye provides tailor-made advice on the choice of financial products mainly for offshore clients. Before entering the business, she had provided consultancy services related to public relations, with clients across the Real Estate, Food & Beverage, Finance & Banking and Retail Selling industries.

Her Masters’ degree in finance, expertise in needs analysis and passion for helping others makes her an ideal consultant to her clients. In her work and life, she believes every diligent effort will bear fruit. She is an observant person who always picks the right birthday gifts for her friends, and who will move mountains to satisfy the needs of her clients.