Our Consultants
We are in the business of empowering individuals to make a positive impact by delivering holistic, trustworthy financial advice.
Our team of seasoned financial planning professionals is dedicated to supporting individuals, families, and businesses. Guided by a core commitment to integrity and doing what’s right, we uphold the highest standards in every client relationship.
Featured Consultants
Discover the career paths and personal stories of some of our leading financial consultants and group managers.

Lawrence Tan
Senior Wealth Solutions Director

Kay Tan
Wealth Solutions Director

Valerie Low
Senior Wealth Solutions Manager

Daryl Yap
Wealth Solutions Manager

Liu Jialing
Wealth Solutions Manager

Isabella Hong
Wealth Solutions Manager

Lee Ai Ting
Wealth Solutions Associate Manager

Arthur Kiew
Wealth Solutions Development Manager

Low Pei Siang
Wealth Solutions Development Manager

Sharon Lim
Executive Wealth Solutions Consultant

Joanna Cheung
Senior Wealth Solutions Consultant

Ryan Wong
Senior Wealth Solutions Consultant
