I believe as I do my utmost to take good care of my clients, opportunities will be opened for me to grow my relationships with them and my practice too.
Wealth Preservation Specialist
Telephone: (65) 8133 6919
Who Am I
I specialise in wealth preservation for families and individuals via a process of prudent and sound financial planning.
I specialise in drafting customised portfolios to help preserve the wealth of my clients while also helping them to grow their assets at the same time.
Some questions you might have?
- How can I get started with a financial portfolio?
- Is my financial house in order and up to date to my present financial needs?
Do I leave aside assets or liabilities when I am no longer around to my dependents?
- Do I need to review or write my will?
Our first meeting will include
- Sharing of what and who matters most to you.
- Personal introduction and services rendered.
- Analysing of current financial situation and aspirations.
- Sharing of a proven wealth planning model.
It is important for a person to have a good understanding of basic financial planning and the different platforms to safeguard one’s wealth. It is a great pleasure to have Wayne to share his expertise in financial planning with me.
A stable future starts with smart financial planning. Sincerity, detailed and careful planning is what Wayne can offer!
Ang Yao Zong, Marketing Executive
A very sincere person, who is willing to go out of his way to fulfil commitments, Wayne has changed the way I see insurance agents, definitely.
Tze An, Engineer
As an insurance advisor, I think that Wayne is very patient, informative and also a good listener. I can see his sincerity while providing me the advice and information.”