Joel Leong Email & Phone Number

★ Specialising in holistic financial planning, I am a Senior Financial Consultant with award-winning independent financial advisory firm PIAS and also the protege of Singapore's top Financial Consultant, Apelles Poh. As a member of the Million Dollar Round Table, I am privileged to belong to the top 6% of financial advisors in the world. ★Looking for a Financial Consultant who...✓ Puts more money in your pocket? ✓ Helps you identify, prioritise & meet your Financial Aspirations? ✓ Plans for Financial Emergencies? ✓ Builds superior Investment Strategies & Portfolios that outperform?✓ And most importantly, is a Trusted Advisor who you can rely on? ⚑ My Speciality: Retirement Income Strategies, Multi-generational wealth transfer, Children Tertiary Education Planning, Personal Financial Planning, Insurance Planning, Retirement Planning, Wealth Accumulation, Financial Services, Wealth Preservation Planning, Risk Management & Long-Term Care. MY STRENGTHS:Putting Client Satisfaction at the top of everything I do, I strive to provide my clients with practical and cost-effective solutions through a transparent and confidential approach. Under the personal tutelage of Singapore's top Financial Consultant, I have been privy to building powerful, elevated financial strategies that have helped clients identify trends early and constantly stay ahead of the curve. My clients sleep better at night, knowing they are putting their financial resources to the best use to plan for the good times and to protect their families for when life happens! Look No Further!Make the wise decision, Let me give you the advice you have been looking for... Contact me @ +65 97242488 for a free consultation.

Listed skills include Wealth Management, Retirement Planning, Personal Financial Planning, Public Speaking, and 14 others.

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  Senior Financial Consultant

  Professional Investment Advisory Services Pte Ltd

  2015 - Present - Oue Downtown 2. 6 Shenton Way. 068809

  Specializing in holistic financial planning, I help uncover gaps and overlaps in the client’s existing financial portfolio, implementing 'tailor made' solutions. My work spans:· Helping pre-retirees have multiple sources of passive income stream for retirement.· Helping clients enlarge their wealth for retirement (E.g. helped a professor grow his retirement fund by 3 times, from $700k to more than $2.2million.)· Ensuring that clients leave behind a lasting legacy (E.g. helped a director enlarge his estate by 4 times.) Key Achievements:- Qualified for the prestigious Million Dollar Round Table in my first full year, joining the top 6% of financial planners in the world. - Ranked among the top 10% of all the highly productive Advisors in Professional Investment Advisory Services (PIAS).- Promoted to Senior Financial Consultant for remarkable performance, in just one year.- Qualified for the 'Top 30' in the whole Financial Advisory industry for one of PIAS' partner's industry campaign. - Recognized as one of the Top 5 investment achievers in PIAS by iFast Financials, Singapore's largest investment platform.- Hired a full-time para-planner to manage back-end business processes, so I can strictly focus on better serving my clients.- Invited to speak to graduates at NUS and PIAS, where I shared insights on how to build financial success.Testimonials: "Joel has made every meeting such a comfortable and enriching experience. He helped me uncover critical gaps in my financial portfolio that I never realise existed. You and your family will lose out if you don't meet him!" ✔️Simon Lee - Director, Simon Auto Enterprises"Joel did a thorough review of my portfolio and highlighted crucial information left out by my other advisor, which has cost me much! Now I only speak to Joel. He has enabled my family's financial planning to be airtight, and helped me triple the amount I will have for my retirement!"✔️ Ray Nathan - Assistant Director, Singapore Land Authority