Hi, I'm Benjamin!
Over the years, I have cultivated a deep expertise in finance, having led a team of finance professionals. During this time, I’ve groomed successful managers and achieved consistent results in areas such as retirement planning, wealth management, and income protection strategies. My team and I are dedicated to helping individuals secure their financial futures and navigate complex financial landscapes.
MY PROFESSIONAL SERVICES
Stocks & Shares
Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc
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
General Insurance
With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
Securities Advisory Service
Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets
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
GET IN TOUCH
PROMOTIONS
HK SDRs via...
Receive S$10 Bonus Credits per S$200 Regular Investment into HK SDR!* Up...
Trade Gold for...
Be the top trader and win a ½ oz PAMP Gold Bar...
Build Your Fund...
Earn rewards of up to S$30 per S$10,000 invested in eligible Unit...
Earn up to...
CDP Mass Share Transfer Promotion — Extended Till 30 Jun 2026.
EQDP appointed manager...
Promotion available from 16 March to 19 June 2026. Initial offering period...
Start your Investment...
Unlock stock coupons worth S$200 & get rewards up to S$1,000