Tailoring a retirement plan
to your exact requirements
uncovering wealth through analysis
ABOUT
I’ve been certified as an Associate Wealth Planner (AWP) since 2015 and licensed as an Independent Financial Advisor since 2017.
Specializing in the area of retirement, I will help guide you in the areas of:
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Central Provident Fund (CPF)
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Asset and Investment Management
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Insurance & Legacy Planning
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Taxation Planning
SERVICES
uncovering wealth through analysis
RETIREMENT PLANNING
Formulating an actionable plan
Quantifying your retirement expectations
Deriving the source of income during retirement
Designing a step-by-step plan to achieve retirement needs
INSURANCE PLANNING
Optimizing your insurance portfolio
Quantifying your insurance needs
Consolidating your existing insurance portfolio
Comparing what you have with what's available in the market
RESOURCE LIBRARY
Request or download the information you need for free
FUND INVESTMENT PLAYBOOK
Download a free e-book on the basics of fund investing and portfolio management. Discover and learn about investing from a step-by-step guide.
PRODUCT COMPARISON
Request for the quotation and comparison tailored to your needs for insurance, savings, retirement and annuity plans in the market today.
Daniel is meticulous and professional in tailoring a financial plan for what I want to achieve in the near future, where he took the effort to compare products across providers, drawn up three possible scenarios and advised products purely based on my needs/targets.
He is mature in his thought process and his experience with portfolio planning and investment really came through during the planning process. In addition, he went beyond and above to look through my father’s portfolio.
All in all, a dedicated financial planner who truly has his clients’ interests at heart.