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
Unlock spooktacular opportunities...
Open a Cash Plus Account with SMART Park opt-in can enjoy rewards...
First 100 young...
when invest in HK SDR with Share Builders Plan!
Be rewarded when...
Receive S$20 Bonus Credits per S$200 Regular Investment into PCM ETFs!* Up...
Earn up to...
Receive S$10 worth of PMMF Bonus Units for every S$10,000 invested in...
Stand a chance...
Stand a chance to win a 55” Smart TV!
Enjoy Share Financing...
Open a margin Account to enjoy exclusive financing rates*! Receive up to...