Wealth Manager (Dual Licence)
MAS Rep No: LPL300163003
Languages: English, Mandarin
Industry Experience: 12 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
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
Xue Wei
Client
Dec 2022
Geraldine
Client
Nov 2022
Samuddin & Ching Hsia
Client
Oct 2022