My 21 years journey in the financial industry has been a great experience as a financial services consultant. With the ever-changing requirement and needs in financial wealth planning industry, you need to have be constantly on top of the situation and handle all kinds of challenges and overcome with innovative ideas and solutions to meet the consumer needs.

My passion & perseverance to stay in this industry successfully helps my client to enjoy their fruits of labour during their retirements days with multiple streams of incomes. What comfort me is that I am able to deliver cheques to provide lump sum cash to my clients when they were diagnosed with critical illness. These special experiences encourage me to stay in the business even though times can be very challenging at certain circumstances.

My most proudness moments when clients gain good investment returns and capital growth with constant monitor, active management and rebalancing on their investment portfolio.

These experiences have been recognised by the global recognition Milllion Dollar Round Table Club membership for achieving 2 times Million Dollar Round Table (MDRT) consecutively & 4 times Court of Table (COT).

Vision
To innovate ^ be the trend setter in financial Services Industry

Mission
To become #1 Choice 1 stop provider for Wealth Management, Estate Planning and Trust

Values
Individual, Team & Clients Success

Mantra
My customers don’t care how much I know till they know how much I care.