Group Manager | Founder & Career Builder
ACCA Association of Chartered Certified Accountants
CIAM Chartered Insurance Agency Manager
CFP Certified Financial Planner
RFP Registered Financial Planner
LPA Life Planning Advisor
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I have 30 years of experience in the financial services industry as a financial services professional and agency leader. Over the years, I have worked with individuals, families, and companies in areas including risk management, wealth accumulation, and legacy planning.
My team and I are handling thousands of clients base.
I believe financial services should be built on professionalism, integrity, continuous learning, and a clear understanding of each client’s needs. My approach is to provide practical and responsible guidance while helping clients work towards sustainable financial growth and long-term goals.
I can assist individuals, families, and companies with family and corporate risk management, wealth accumulation, legacy planning, and long-term financial planning. My experience allows me to help clients identify potential financial risks and develop suitable strategies to protect, preserve, and grow their wealth. We have collaborate with legal firm, accounting & tax company and medical professionals to enhance our services