Make fewer, better financial decisions. With a plan you can defend.
The essence of strategy is knowing what not to do.
I help senior professionals and high-net-worth families across Singapore and the region organise their money around real-life outcomes.
We do this by getting clear on what you want, weighing the trade-offs, building a proper structure, and following through with discipline, especially when options are messy and time is limited.
Who I Work With
Primary client
Senior leaders with demanding roles who want a proper planning frame after years of DIY.
They are busy, well-read, and often sceptical of advisers because they have seen shallow advice. They are not looking for “save more”. They want clear trade-offs, a plan that matches their life direction, and someone who can execute with them.
Secondary client
High-net-worth private clients who are already well-banked and want independent judgement and better structure.
They are tired of ideas that sound good but don’t hold up when conditions change. Many want tighter coordination across investments, insurance, and trust/estate matters. Not treated like a revenue line.
Second opinions (when you already have an adviser)
Many of my clients already have a relationship manager, private banker, or adviser. They come to me for a second view on major decisions like portfolio structure, risk, retirement income planning, or how different parts of their plan fit together.
I am not here to disrupt a working relationship. If your current setup is solid, I’ll tell you. If there are gaps, I’ll document them clearly so you can address them with your existing team.
Working with your other advisers (when needed)
Some decisions need more than one specialist. When it matters, I coordinate with the right professionals like trust companies, tax consultants, and legal advisers. So the plan is implemented properly, not just discussed.
If you already have your own people, I can work alongside them. If not, I can help organise the right support based on what your situation requires.
Proof and Background
Director at my firm; I also lead marketing strategy internally
15+ years in financial planning and advisory work
Speaker at industry and public sessions (including AFAS Congress 2025)
BBus (Accounting & Finance)
Chartered Financial Consultant (ChFC)
Currently pursuing Certified Private Wealth Specialist (CPWS)