About
The Person Behind the Plan
My Story
I became a financial consultant because I watched capable, successful people arrive at retirement without a plan that matched the life they had in mind.
Not because they hadn't worked hard enough. Not because they hadn't earned it. But because no one had sat with them, truly understood what they wanted, and built something around that.
I wanted to change that.
Over 12 years as a Wealth Consultant, I've worked with senior executives, entrepreneurs, and families navigating the most important financial decisions of their lives. I've seen the difference between a plan that looks good on paper and one that actually holds up when life gets complicated.
I've helped entrepreneurs figure out what comes after the business. I've sat with families navigating difficult transitions. And I've learned that the best financial plans start not with numbers, but with a conversation about what matters.
Why I Do This
Every person I work with has spent years putting others first.
Their team. Their clients. Their family. My role is to be the one person in the room who is entirely focused on them.
Retirement should not be a compromise. Your legacy should not be left to chance. The life you want is achievable — and I consider it my purpose to help you get there, one step at a time.
The best plans I've built didn't start with numbers. They started with a real conversation about what truly matters to the person sitting across from me.
Credentials & Experience
Qualified. Experienced. Committed.
I am a Certified Financial Planner (CFP®) and Certified Family Office Advisor, with a specialist focus on the Greater China market. Over twelve years as a Wealth Consultant, I have worked across asset management and estate planning — helping individuals and families structure their wealth with precision and long-term clarity.
- · Certified Financial Planner (CFP®)
- · Certified Family Office Advisor — Greater China Market
- · Specialisations: Asset Management & Estate Planning
- · 12 years of experience in wealth consultancy
- · Wealth Consultant, Finexis Advisory Pte Ltd · Singapore
Finexis EliteGold & ElitePlatinum Awards
A Note on Privacy
Many of the people I work with hold prominent positions and prefer not to be publicly identified. I respect that completely. Discretion is not a feature of how I work — it's a foundation.
Ready to Start a Conversation?
The first step is simple. A short call to understand your situation and see if we're the right fit for each other.
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