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