Our Team

Aaron is on his 10th year in the Financial Industry. His passion is to share his financial knowledge and experiences to as many working professionals as possible. He works really well in optimising his clients overall financial portfolio such that his clients can see an increase in their Portfolio returns consistently year on year, with little or no extra cash flow.

He has also several accreditations like HNW Private Client Advisory, Associate Wealth Planner, Institute of Banking and Finance Qualified. Besides that, he has also achieved numerous awards like being the top 1% of all Financial Professionals Worldwide and numerous Company Awards.

Noel is an accomplished Certified Financial Planner with 10 years of experience in providing customised financial solutions for his clients in accordance to their objectives and circumstances. He specialises in optimising financial portfolios, retirement and legacy planning.

Noel delivers comprehensive analyses and comparisons to his clients so that they may make informed judgments. Individuals can get personalised financial solutions to assist them achieve their aims and ambitions, in addition to a wide choice of products and services.

Fiona Chia is a senior wealth management consultant who has a wealth of experience in the banking & finance sector for the last 8 years. Her clients love her for her traits of being trustworthy, empathetic, helpful and knowledgeable. While many are served by agents with a product sale approach, she is a believer of improving the financial stigma with proper portfolio overview and quality financial advice.

Her strength is in optimising her clients portfolios and helping them achieve their goals. She takes an analytical approach together with her financial planning tools, helping her clients visualize better, streamline their portfolios with improved returns and/or lesser cost.

Always seeking growth, Fiona is accredited in HNW Private Client Advisory, Certified Estate Planner, Associate Wealth Planner and Institute of Banking & Financed Qualified. She advocates financial literacy by speaking at private companies and public organisations to spread literacy, empowering people to make better decisions.

Louis, a Financial Consultant in suit and a close friend that hears you out. He is a strong believer that every individual is unique and special thus their financial planning should be too.

He is part of the Top 5% of all Financial Professional Internationally, Certified Estate Planner, Achiever of numerous awards, Institute Of Banking and Finance Qualified, Premier Financial Consultant, Double Majored in Accounting and Finance.

Estee brings over 20 years of seasoned expertise in Wealth Management, specialising in crafting customized financial solutions for a wide range of clients.

Her offerings span a spectrum of needs-based solutions, encompassing areas such as deposits, investments, insurance, and financing products. In addition, she provides clients with timely insights into the financial markets and delivers holistic financial planning advisory services to meet their unique goals and aspirations.

Crystal specialises in multiple areas in the Financial Practice, especially in the area of optimising financial portfolios to ensure efficiency and effectiveness.

Other than that, she is experienced in helping individual’s financial goals. More importantly, she seeks to be there for her clients whenever needed; establishing a long-term working relationship is paramount.

Jake specialises in multiple areas in financial practice, especially in areas of relooking at one's financial portfolios to ensure it's effectiveness. He seeks to understand what his client's priorities are and work along that area to fulfill his client's needs with the solution and products that he can bring to the table.

Jake aims to grow with his client's and ensure that they would have a better retirement life compare to their peers when the time comes.

Kevin is a consultant with 18 years of extensive expertise in the financial sector.

With a focus in retirement, estate, and legacy planning, Kevin has developed close bonds with his clientele over the years because he is constantly available to them. He has also been successful in assisting his clients in building their portfolios so they can realise their life goals and objectives and leave a lasting legacy for future generations.

With almost a decade of expertise in the financial sector, Joseph specialises in retirement, estate, and legacy planning. Fostering strong bonds with clients through constant accessibility, Joseph has successfully guided them in building portfolios to achieve life goals and leave lasting legacies.

Natalie specializes in holistic financial planning, retirement strategies, and tailored insurance solutions. By building strong relationships and understanding her clients' unique needs, Natalie has helped individuals and families achieve their goals and secure a stable financial future.

Mitchel is a dedicated expert in tailored wealth management, strategic investment planning, and long-term financial growth. Known for her meticulous approach and commitment to understanding her clients’ unique objectives, Mitchel delivers results that empower individuals and families to build and preserve their wealth. With a focus on trust, professionalism, and achieving measurable success, she has become a trusted partner for those seeking financial confidence and enduring prosperity.

Wynn specializes in personalized wealth management, investment strategies, and legacy planning. With a deep commitment to building trust and understanding each client’s unique financial aspirations, Wynn has guided countless individuals and families toward growing and protecting their wealth. Her passion for delivering results and fostering long-term relationships ensures her clients achieve financial freedom and peace of mind.

Alvin Yong is dedicated to strategic wealth management, investment planning, and financial growth. With a client-centric approach, he tailors financial strategies that align with each individual’s unique goals and aspirations. Alvin’s expertise in wealth preservation and asset optimization has helped numerous clients build financial security and long-term prosperity. His commitment to trust, integrity, and lasting relationships ensures that his clients navigate their financial journeys with confidence and peace of mind.