As a Fee-Based Financial Adviser in Singapore, I constantly put your interests first. My process begins with us meeting for a no-obligation consultation with you to define your financial situation, goals and lifestyle that you’d like to live. From there, I will define and recommend the appropriate financial strategies and lastly, we will identify the appropriate financial tools for you to achieve your financial goals.
For most of my clients, I will work with you to take you through a process of developing your own personal comprehensive financial plan. This will form the start of a long-term relationship and we will meet on a regular basis to ensure that you remain on track to achieving your goals as well as reviewing any changes over time. For some of my clients, however, the comprehensive plan approach will not be the right approach. I therefore work with you on a project-based approach which could be for Retirement Planning, Portfolio Management, Wealth Protection or Business Planning.