Advises a clientele base of < 200 families with a total assets base of ~ S$80 million.
Conducts regular seminars and workshops with MNCs, SMEs and student bodies.
Specialties: Insurance, Investments, Educational seminars, Financial Workshops, Oversea Equity.
Commission onlyPerformance based for investment fees.
I signed up with OCBC Maxgrowth Enhanced for 4 months to date. If I surrender, what would be the penalty charges? Is the penalty charges equivalent to 4 months premium I paid only? My premium is SGD8,000 per year for 5 years or monthly about ... (more)
My Wife and I are in our early 30s. We both are introduced Premier Life Generation by our OCBC RM. Is this product suitable for people in this age range? (We have enough to spare for housing and family planning after buying this product)... (more)
Previously bought an ILP at a roadshow. After reading online want to cancel but the cash value loss is too large. What kind of investments can be done inside the ILP that is suitable for me? I'm 28 yrs old, salary $5.2K, ILP premium about ... (more)
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Chartered Financial Consultant (ChFC®)
The ChFC® designation introduced in USA since 1982 has been awarded to more than 45,000 professionals worldwide. This eight-course programme offers financial planners and others in financial services advanced financial planning knowledge to better assist their clients in this increasingly competitive field. In particular, students have an opportunity to explore in-depth the practical applications of financial planning, estate planning, and retirement planning concepts.
Associate Estate Planning Practitioner (AEPP®)
Holders of the Associate Estate Planning Practitioner (AEPP®) designation are familiar with the tools of estate planning - wills, trusts, powers of attorney, offshore companies, and business succession. In addition, AEPPs must complete case studies on legacy planning, inheritance, dynastic succession, and wealth missions and regeneration.