Wealth Manager
MAS Rep No: TRP100066484
Languages: English, Mandarin, Hokkien
Industry Experience: 17 years
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Stocks & Shares
Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc
Securities Advisory Service
Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets
Other Specialties
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
Paul Cheng, Project Manager
Client
Sep 2022
Lim K T, IT Consultant
Client
Dec 2021
Rebecca Koh, Marketing and Communications Manager
Client
May 2021