Melissa provides consultancy services on:- Estate Planning (Professional Will writing services/ LPA/ Trust creation)- Wealth Protection (Income protection/ medical insurance/ mortgage insurance)- Wealth Accumulation (Education planning for children, retirement planning, savings and investments, SRS investments for tax savings)- Company group insurance and employee talksMelissa graduated from Nanyang Technological University in 2013 with a First Class Honours in both her Bachelor of Accountancy and Bachelor of Business (Banking and Finance) degrees. She was a Nanyang Scholarship recipient holder for the tenure of her university studies. Currently a Senior Financial Services Consultant at AIA Singapore and a Precepts Estate Planner at Precepts Legacy, Melissa plans for her clients' financial future for their insurance and savings needs, as well as estate planning. Her clients include professionals, business owners, families, as well as companies for employee insurance benefits. Melissa loves what she does for a living, and her competence and passion is shown in the many testimonials and referrals she has received from clients for the work she has done with them, as well as the awards she has received.Melissa is also an avid gym junkie and a Certified Personal Trainer. Her personal goals are to help people around her with their financial planning as well as their fitness and nutrition goals.
Listed skills include Risk Management, Financial Services, Personal Financial Planning, Passionate About Work, and 13 others.
