Frank Lai

Financial Advisory Consultant

MAS Rep No: LYP300516066

Languages: English, Mandarin, Bahasa, Cantonese, Hokkien

Industry Experience: 7 years

I help clients to grow and manage capital through securities and top-performing funds, and provide advice in financial planning.

MY PROFESSIONAL SERVICES

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

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

Frank is a down-to-earth consultant who constantly reached out to assist me in opening poems account and advising me in my investment portfolio.

Mdm Lee

Client

Apr 2021

Frank had helped to rise my investment portfolio by 25% per annum. He is well-versed in technical analysis and market timing.

Choong Angie

Client

Oct 2019

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