Samuel Chew Email and Phone Number
As a father of one, a husband, and a financial advisor specializing in legacy planning, wealth and retirement planning, health and protection planning, corporate solutions, and business succession, I know firsthand the importance of balancing multiple priorities.Being a father and a husband is a full-time job in itself, but as a financial advisor, I also know the importance of planning for the future. That's why I prioritize open communication with my family and clients, making sure that everyone is on the same page and working towards the same goals.As a financial advisor, I understand the importance of legacy planning and making sure that my clients have a solid plan in place for their future. I work closely with my clients to understand their unique needs and goals, and create a customized plan that works for them.I also specialize in wealth and retirement planning, helping my clients achieve financial security and independence. I believe that everyone should be able to enjoy their retirement years without worrying about financial stress.In addition to individual planning, I also specialize in corporate solutions and business succession planning. Coming from the corporate world myself, I understand the unique challenges and opportunities that come with running a business. I work closely with my corporate clients to create a plan that ensures the long-term success and sustainability of their business and retention of employees. But above all else, I prioritize my family and their well-being. Balancing fatherhood, marriage, and financial planning can be challenging, but with open communication, a strong support system, and a commitment to excellence, it's possible to find success in all areas of life.If you're looking for a financial advisor who understands the importance of balancing multiple priorities, I'm here to help. Let's work together to create a plan that works for you and your unique needs.
Preceptsgroup International
View- Website:
- preceptsgroup.com
- Employees:
- 200
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Estate And Succession PractionerPreceptsgroup InternationalSingapore -
Personal Wealth ManagerAia Singapore Jan 2023 - Present -
Employees Benefits SpecialistAia Singapore Jan 2023 - Present -
Premier Financial Services ConsultantAia Singapore Jan 2021 - Present -
MemberMdrt Jan 2022 - Present -
Finance Analyst & Business PartnerHrnetgroup Apr 2019 - Nov 2020SingaporeBusiness Partnering and Analysisi) Provide sales and financial analysis insights highlights and guidance to business leaders for effective business performanceii) Arrange meeting with leaders to enforce and improve on internal control and credit control for effective business performanceiii) Co-working with CFO to perform compilation, tracking, analysis and presentation of management accounting datas on regular basis as required for Group Leaders Meetings/Group Quarter Business Review. iv) Co-working with Corporate accounting manager to perform compilation, tracking, analysis and presentation of data required for quarterly announcement of financial results, including segmental reporting, top clients, and sector revenues.v) perform compilation, tracking, analysis and presentation of data required for competitors research. -
AccountantHrnetgroup Sep 2016 - Apr 2019SingaporeFull scope of finance operation and internal control objectives for business unit Account Receivables i) Process customers and inter-company invoices and debit notes ii) Process and record receiptsiii) Generate weekly AR listings and aged reports, issue statement of accounts and reminder letters to take control of credit control functioniv) Generate, maintain, and track sales report in accordance with revenue recognition policyAccount Payablesi) Process vendor and inter-company invoices and debit notesii) Process expense claims and submit report to HR for processingiii) Process and record paymentsiv) Generate AP aged reports and plan for cash requirementsGeneral Ledgersi) Perform month-end/quarter-end/year-end closings of all GL accounts within the specified deadlinesii) Generate and maintain reliable, complete and accurate financial reportsiii) Generate and maintain reliable, complete and accurate bank reconciliations, fixed deposit schedule, fixed asset and depreciation schedule, prepayment and amortization schedule, provision schedule and balance sheet schedule.iv) Prepare quarterly consol pack and such data required for group consolidation and disclosures required by SGXCompliance with laws and regulationsi) Prepare and submit GST/Business Tax returns within regulatory deadlineii) Year-end audit – preparation of schedules and liaison with auditorsiii) Corporate Tax - preparation of schedules and liaison with tax agentsiv) Licence renewals - preparation of schedules and liaison with relevant authorities -
Summer Internship Professional ProgramDeloitte May 2015 - Jul 2015Singapore- Financial inspection of companies and its accounts for audit any implication - Casting of Financial Statement - FRS-Presentation and disclosure checklist - Statutory audit referencing - Editing of financial statement - Updating of trial balance and relevant working paper
Samuel Chew Education Details
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Accountancy -
Building/Construction Site Management/Manager, Project Management, Safety Management. -
Xin Min Secondary SchoolGce O'Levels
Frequently Asked Questions about Samuel Chew
What company does Samuel Chew work for?
Samuel Chew works for Preceptsgroup International
What is Samuel Chew's role at the current company?
Samuel Chew's current role is Estate and Succession Practioner.
What schools did Samuel Chew attend?
Samuel Chew attended Rmit University, Temasek Polytechnic, Xin Min Secondary School.
Who are Samuel Chew's colleagues?
Samuel Chew's colleagues are Hui Cheng Ang, Lester Lee, Silvya Tan, Mun Kid Leong, Lisa Gay, Ong Xiang Zheng, Peng Jie Chia.
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Samuel Chew
Singapore
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