Wealth Manager
MAS Rep No: PLS200099502
Languages: English, Mandarin
Industry Experience: 15 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
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
Ron Wan
Client
Jun 2024
Louise Long
Client
Feb 2022
Glen & Spes
Client
Feb 2022
Daniel Tan
Client
Feb 2022
Jean Heng
Client
Jan 2022
Darren Tan
Client
Jan 2022