EMBARK ON YOUR WEALTH JOURNEY WITH ME
About
“In today’s rapidly evolving world, building and preserving wealth requires a sophisticated and adaptable approach. Navigating the complexities of this journey demands a trusted partner who deeply understands your unique financial circumstances and can guide you towards achieving your long-term goals.”
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It's a common concern to find an advisor whose advice is genuinely tailored to your needs, rather than motivated by product commissions. The ideal advisor should incentivized by your ongoing success through a recurring fee model.
My focus is in designing robust portfolios to withstand market fluctuations over the long term. I believe consistent investment performance within a solid financial plan delivers more value than a brilliant plan undermined by average portfolio returns.
The Road Map
Technology has made financial markets better, but pitfalls remain for those who go it alone. The way to go is to utilise modern financial planning tools combined with the human touch of a professional advisor to avoid having to learn through big mistakes.
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The Road Map guides smart and motivated people to move confidently down the road to financial independence through a framework of critical decision making and a system of continual upgrade and growth.
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By connecting strategy with purpose, and offering both financial and life planning, The Road Map provides a plan that gives you confidence in achieving your goals.
Identify your goals based on your current life stage
Review and organise a framework to optimize your income and savings
Establish your fundamental estate and protection plan
Create a unique investment plan with a portfolio allocation
Solutions
​​​​​It is my belief that every individual should cultivate an investment portfolio, whether self-managed or entrusted to a professional. The traditional reliance solely on salaried employment is giving way to an era of immense opportunities through diverse investment avenues.
Portfolio
"Investing is a game, and the key to that game, is emotional discipline"
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The investment philosophy centers around long-term, steady, and sustainable growth. Prioritizing data-driven, process-oriented decision-making, recognizing the crucial role of managing emotions and psychological biases. It seeks investment opportunities aligned with societal trends, emerging technologies, and macro themes that drive progress, fostering a portfolio that contributes to a better future while achieving robust returns.
2024 Portfolio
Info as of 31st December 2024
SGD$2.4m
Assets Under Management (AUM)
18.63%
Return on Investment 2024 (ROI)
