Keef L. Email & Phone Number

I provide wealth management services including (not limited) risk management through life insurance, wealth accumulation and preservation strategies that explore creative bundling of products. At our core, we focus on understanding our financial clients needs and acknowledge that while every client is different, their unique goals and circumstances benefit from tailored and personalised solutions.I advice passionately on the overarching strategy of wealth management sticking to clear principles for efficiency, simplicity and success in achieving my clients goals. As an independent adviser, my firm provides the necessary support to match the right suited products with the right needs of my clients as they map out their future.When I'm not meeting with clients and helping them optimise their portfolios, I'm using my time to keep updated with the latest trends and changes in life insurance regulations (Singapore) as well as understanding the daily happenings in the world and how it affects global markets. Presently an Associate Director at Synergy Financial Advisers and part of a highly successful and internationally diversified team: The Spire Group. We entrust in a vision: "Fulfilling dreams, enriching lives" where we want to achieve both our clients financial goals along with ours hence why we remain experts in our field of relationship building, competent advisory with utmost professionalism.To read more about my client experience and what you can expect from our consultation sessions, please visit: https://synergy.com.sg/advisers/keef-limFeel free to connect with me here on Linkedin.If you'd like a glimpse at how a personalised plan that's tailored to your needs, drop me a message here or you can request for my email and we'll take it from there..Alternatively, leave your request for me on the page and I'll contact you

Listed skills include Event Planning, Leadership, Microsoft Office, Financial Advisory, and 13 others.

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  Rmit University

  Business Management