Financial Services Associate Director
MAS Rep No: WTS100028237
Languages: English, Mandarin, Hokkien, Cantonese
Industry Experience: 22 years
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
SMART Park
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
SMART Portfolio
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
Teo Kai Hiong
Client
Jan 2025
Kelvin Tan
Client
Jan 2025
Vincent Teo
Client
Dec 2024
Catherine Thong
Client
Nov 2024