Fiona specialises in multiple areas in the Financial Practice, especially in the area of optimising financial portfolios to ensure efficiency and effectiveness. She believes strongly that by empowering clients to make better decisions, clients can be confident of how their future will be, and live how they intended.
In her decade being in finance and 8 years being in advisory, Fiona love her clients as they reciprocate the same and forge close bonds. She has been growing with families, watching the lives of each other who have gone from second-gen to third-gen, walking milestones together.
As a Certified Estate Planner, she has also helped her clients in family succession and Estate Planning matters. Beyond that, she has also an array of businesses advised in its risk management, employee compensation benefits as well as corporate strategies for portfolio wealth accumulation.
Her knowledge, analytical approach and service attitude is why clients choose her and recommend her to serve more families, and seminars.
