Associate Director
CurrentI assist affluent & high networth clients protect & grow their wealth and successfully transfer their legacy to future generations. My 31 years’ experience as a senior corporate/private banker has greatly help me perform this responsibility. I work closely with trust companies, family offices, estate lawyers & tax consultants to ensure that my clients' legacy wishes are properly documented & fulfilled.Areas of Specialization:1) Legacy Planning for Business Owners, Professionals & Senior Executives2) Protection of Income against pre-mature Death, Disability & Critical Illness3) Mortgage/Liabilities Cover4) Keyman/Major Shareholder Protection 5) Partnership Buy/Sell Agreement FundingAs a representative of 19 life insurance companies in Singapore, I am in an excellent position to help clients objectively analyze, select & invest in the most suitable plans & at the same time, enjoy the best pricing.