My promise:
Freedom Today, Future Secured.
My Story
I believe money is a means to an end, not the end goal itself. What drives me? I enjoy working and spending time with people who are driven by purpose.
As a strong advocate in holistic financial planning, many advisors and clients has changed their perspective and habits towards managing their finances after meeting me.
In my free time, I enjoy spending time with loved ones, reading, travelling and working out.
My Services
I specialize in partnering with high-performing individuals and families passionate about living, improving and achieving your goals. Whether you're an athlete, executive, or entrepreneur, my financial planning services are tailored to help you excel personally and professionally. This is done through my anti-fragile planning framework, by providing:
1. Protect - An optimized safety net with wealth protection solutions.
2. Grow- Building alternative stream of income(s) that you are comfortable accumulating
3. Impact- Estate planning to extend your legacy and impact.
I am glad to be working with families, community leaders and mavericks who are expanding their impact to their communities. Money is the means to an end, not the end goal itself.
Working on purely referrals enables me to focus the efforts to those who appreciate it, and ensures that my time and resources are invested back to those who entrusted in me.
An optimized safety net with wealth protection solutions.
To fully optimise their resource so every dollar is getting them the best reward in terms of coverage.
To create a moat around their hard-won assets so it stays within their family, and takes care of them and their loved ones if/when they are not able to.
Building an alternative stream of income(s) that you are comfortable accumulating, with strategies such as premiums cancellation, setting up your retirement paychecks and playchecks.
Receive quarterly updates on your investments as I keep your investment game ahead of the others.
What legacy and impact would you want to leave behind for your loved ones and community?
I would be able to provide solutions and/or recommendations on the following frameworks in Estate planning:
- Legal (Will-writing and assisting with LPA, AMD)
- Taxes (Solutions to minimize taxes)
- Inheritance (Legacy planning)
- Charity
- Retirement (Sufficient paycheck vs play-check)
- Income (Accumulation and protection)
- Asset Transfer (Insurances, estate equalisation strategies)
My Achievements
Top New Advisor in Finexis Q3 2025- An independently owned FA to better serve my client
Million Dollar Round Table / IDA 22' 23' 24' 25'
Centurion Club 2024 and 2023- Top 3% globally of Financial Consultants
High Net Worth Prestige Club (Personal Wealth Manager) 2024, 2023 and 2022
Having my assistant remarked that I am truly the best Financial Consultant she met, after working alongside me.
Videos
Financial Planning Ebook
Testimonials
Contact Me (Who refered you, and how can I assist you?)
+6596747542
Leonard Chiang
Associate Director
Authorized Representative of
Finexis Advisory Pte Ltd
(Reg. No 200408660G)
20 COLLYER QUAY #01-02 20 COLLYER QUAY SINGAPORE 049319
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