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. .. Email & Phone Number

. at Rockwills International Group
Location: Singapore, Singapore, Singapore 4 work roles 3 schools
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Current company
Rockwills International Group
Role
.
Location
Singapore, Singapore, Singapore
Company size
285 employees

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. .. is listed as . at Rockwills International Group, a company with 285 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for . ...

. .. previously worked as Estate Planner at Rockwills International Group and Estate Planning Advisory at Advisors' Clique. . .. holds Associate Specialist In Estate Planning, Estate Planning from Ifpas Singapore.

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Rockwills International Group

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Profile bio

About . ..

To be the Estate Planner of choice for all Professionals & Entrepreneur7 years of solid estate planning and wealth management advisory experience. I am honored to have made a difference to many of my clients' life for the work I have done pertaining to their legacy planning and wealth accumulation needs.With the use of estate planning tools such as a private trust, wills, lasting power of attorney and universal life, an orderly and well structured estate plan can be developed and put in place to ensure the interest of our love ones are taken care under any circumstances.If you are interested to find out how our services can benefit you and your businesses, or having me to speak at any events, please drop me an email at HoEngLee@Advisorsclique.com.sg

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. ..'s current company

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Rockwills International Group
Rockwills International Group
.
kuala lumpur, kuala lumpur, malaysia
Website
rockwills.com
Employees
285
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4 roles · 12 years

. .. work experience

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Estate Planner

Current
Rockwills International Group

Singapore

Professional Will Planning & Writing Private Trusts Creation Formulating of Estate PlansCollating Assets Inventory ListLasting Power of Attorney (LPA)

2014 - Present ~12 yrs 5 mos

Estate Planning Advisory

Current
Advisors' Clique

Singapore

Earn |Save |Invest |Insure |Preserve Estate Planning- Legacy creation via Universal Life- Wills and Trust Retirement Planning and Tax Saving Strategies- Supplementary Retirement Scheme (SRS)- CPF Investment Scheme- Dividend generating investmentsLoans- Property Loans (Private / HDB)Risk Management- Keyman Insurance- Income ProtectionInvestment Planning.

Jul 2011 - Present

Retired

Current
Retired

London, England, United Kingdom

Jan 2005 - Present

Field Distribution Unit Manager

Ntuc Income

Singapore

Milestones:Achieved 1st position at NTUC Income's Inaugural Associate Trainer Program out of 50 Sales Manager (2013)Achieved 1st Position as Top Recruiting Sales Manager (NTUC Income 2012)Achieved 5th position for Top Producing Sales Manager out of 50 Sales Team (NTUC Income 2012)Responsible for the performance and development of the Financial Consultants.

Jun 2009 - Jun 2011
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Colleagues at Rockwills International Group

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NA Nurul Atiqah Rusli Nurul Atiqah Rusli Colleague at Rockwills International GroupFederal Territory Of Kuala Lumpur, Malaysia, Malaysia View → AC Adeline Cheah Adeline Cheah Colleague at Rockwills International GroupMalaysia, Malaysia View → RG Rockwills Group Rockwills Group Colleague at Rockwills International GroupWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → LY Liyana Yaakub Liyana Yaakub Colleague at Rockwills International GroupShah Alam, Selangor, Malaysia, Malaysia View → LL Lily Lau Lily Lau Colleague at Rockwills International GroupPenang, Malaysia, Malaysia View → JW June Wee June Wee Colleague at Rockwills International GroupJohore, Malaysia, Malaysia View → PS Parthiban Suppiah Parthiban Suppiah Colleague at Rockwills International GroupPetaling Jaya, Selangor, Malaysia, Malaysia View → CH Chien Hou Mok Chien Hou Mok Colleague at Rockwills International GroupPetaling, Selangor, Malaysia, Malaysia View → AT Amelia Tham Amelia Tham Colleague at Rockwills International GroupKuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → VK Vellasamy Karuppaya Vellasamy Karuppaya Colleague at Rockwills International GroupJohore, Malaysia, Malaysia View →
3 education records

. .. education

Associate Specialist In Estate Planning, Estate Planning

Ifpas Singapore

Associate Wealth Planner, Business And Personal/Financial Services Marketing Operations

Financial Planning Association Of Singapore (Fpas)
FAQ

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What company does . .. work for?

. .. works for Rockwills International Group.

What is . ..'s role at Rockwills International Group?

. .. is listed as . at Rockwills International Group.

Where is . .. based?

. .. is based in Singapore, Singapore, Singapore while working with Rockwills International Group.

What companies has . .. worked for?

. .. has worked for Rockwills International Group, Advisors' Clique, Retired, and Ntuc Income.

Who are . ..'s colleagues at Rockwills International Group?

. ..'s colleagues at Rockwills International Group include Nurul Atiqah Rusli, Adeline Cheah, Rockwills Group, Liyana Yaakub, and Lily Lau.

How can I contact . ..?

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What schools did . .. attend?

. .. holds Associate Specialist In Estate Planning, Estate Planning from Ifpas Singapore.

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