Supporting individuals and families from their very first policy to multi-generational legacy.
I'm an AIA Financial Consultant and licensed Will Planner at Ascendance Wealth Management. Most of the people I work with are everyday working adults and young families in Singapore: sorting out their first policies, making sense of savings and investments, and planning for the milestones ahead.
I also support overseas clients and families with more complex needs, helping them invest through Singapore with a structured, compliant approach, and reviewing the plan together as life changes. Different starting points, same care.
To me, the real measure of an adviser isn't how many products they've sold. It's whether, when life takes an unexpected turn, you're the first person a client thinks to call. That's the kind of adviser I work to be, from your first policy through to multi-generational legacy planning.
A relaxed first conversation to understand your goals, concerns, and current situation. I listen before I suggest anything.
I review your finances and build a clear, compliant plan tailored to your priorities.
We put the plan into action together, step by step, at a pace you're comfortable with.
Life and markets change, and so will your plan. We meet regularly to keep you on track.
Bring your questions, your existing policies, or just a rough idea of where you want to be. We'll take it from there.
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