I am an experienced executive senior planner, dedicated to helping clients optimize their financial resources. In 1994, I took a leap of faith and became self-employed, and since then, I have been continuously learning and applying practical knowledge to assist people with their different financial planning needs throughout various stages of life. My track record includes being a member of Great Eastern Million Dollar Producers' Club from 1994 to 1997, where I formulated processes to address retirement market referrals that quickly expanded into needs-based planning over the next three years. From 1998 to 2008, as a member of Great Eastern Honours Club (life membership), I was among the early adopters of investment-linked products in insurance and wealth accumulation planning in Great Eastern Life. I also witnessed a steady growth of personal clients evolving into business owners, resulting in me getting licensed in general insurance in 1998 to support their needs. In 2006, I achieved my MBA in Entrepreneurial Management, which equipped me with the necessary knowledge and experience to expand my corporate client base from SMEs to MNCs and Public Listed firms.Currently, as a member of GE Life Achievers Club since 2009, my clientele's needs have shifted from protection and accumulation needs to wealth transfer and distribution concerns. To address these needs, I pursued Estate Planning services with Precepts Legacy (previously known as Rockwills International) in 2011 and attained my STEP certification in 2012.My forte lies in providing value-added services in financial planning, estate planning, and corporate risk planning. I am a member of Million Dollar Round Table (MDRT) since 2001 and a fellow member of Insurance and Financial Practitioners Association of Singapore - FIFP (S'pore) since 2010. In 2022, I achieved 20 years of life membership GELAC Awards.As an avid runner since 2005, I believe in pursuing a lifestyle that incorporates an exercise routine into our daily lives. I have participated in the Singapore Marathon (Full 42km) since 2005, and in 2006, I finished the Aviva half iron-man. I am a regular endurance runner, biker, and swimmer.Let me take care of your financial security as you journey through life's milestones with peace of mind. Through sincerity, empathy, and understanding of your needs, I am dedicated to developing a meaningful and long-term relationship with you.