WHY YOU SHOULD SEEK MY ASSISTANCE:

MY EXPERIENCE MATTERS

Being in the industry since 2005 and has interacted

with hundreds of customers + advisors, I have noticed that common concerns and issues often arise regarding inadequacy of value-driven advisory and empathy-based interactions.

STEP-BY-STEP [UNDERSTAND & ACTION]

My 3-step USS Understanding | Simplifying | Sharing
framework principles provide customers & advisors the most optimal manner of making an informed decision & suitable cause of action in getting the results they seek financially.

EMPOWERING YOU TO BE FINANCIALLY READY

Whether you are using our financial solutions as a customer or you are in this industry as an advisor to prepare & achieve the financial freedom for yourself & family. Guiding you along this journey to where you are heading is our partnership together.

WHY YOU SHOULD SEEK MY ASSISTANCE:

MY EXPERIENCE MATTERS

Being in the industry since 2005

and has interacted with hundreds of customers + advisors, I have noticed that common concerns and issues often arise regarding inadequacy of

value-driven advisory and empathy-based interactions.

STEP-BY-STEP

[UNDERSTAND & ACTION]

My 3-step USS

Understanding | Simplifying | Sharing

framework principles provide customers & advisors the most optimal manner of making an informed decision & suitable action in getting the results they seek.

EMPOWERING YOU TO BE FINANCIALLY READY

Whether you are using our financial solutions as a customer or you are in this industry as an advisor to

prepare & achieve the financial freedom for yourself & family.

Guiding you along this journey

to where you are heading is

our partnership together.

  • Existing Bankers

  • Existing Advisors

  • Mid-Career Switchers

  • Ex-Bankers / Advisors

  • Market Updates

  • Portfolio Valuations

  • Adjust & Strategy

  • Enter/ Exit Transaction

  • Wills & Trust Setup

  • Power of Attorney

  • Gifting to Charity

  • Special Needs Gifting

  • Claims

  • Enhancements

  • Reviews & Summary

  • Premium Optimization

WHY BOOK A CALL?

Here are what Customers have to SAY ABOUT ME

EXPATRIATE

"extremely trustworthy and always goes the extra mile"

"recommended him...all are extremely grateful!"

C-SUITE EXECUTIVE

"extremely diligent advisor and takes great effort"

"strongly recommend him to anyone needing advice"

EXPATRIATE

"extremely trustworthy and always goes the extra mile"

"recommended him...all are extremely grateful!"

WHY BOOK A CALL?

Here are what Customers have to

SAY ABOUT ME

C-SUITE EXECUTIVE

"extremely diligent advisor and takes great effort"

"strongly recommend him to anyone needing advice"

EXPATRIATE

"very professional and super helpful"

EXPATRIATE

"very professional and super helpful"

SENIOR MANAGEMENT

"extremely trustworthy"

"always goes the extra mile"

NOT CONVINCED?

HERE IS MORE FROM MY OTHER CLIENTS

Ron Rana

(Singapore PR)

Urgent Migration to

New Zealand

✅ Due to personal reason, he needs to migrate his family to New Zealand for child's future within 3-5 months


✅ Situation was extremely time-sensitive to the extent of not having a confirmed employment / residence secured first in New Zealand

✅ Difficult yet bold decision was made to gather as much financial resource for his journey {settle lodging, job hunt, child's school placement in NZ}

✅ Having a tidy sum from his portfolio he started with me gave him the ability to consider an urgent migration without fear

Lim S.K

(SIA Pilot)

Securing Pilot's family

Allen has shown a strong and uncommon sense of curiosity and creativity.

I'm therefore not surprised that he has done very well in his career this far.

He has helped me navigate around all the different insurance and financial products in the market, and given me his very honest and measured assessment and recommendation that serves my needs the most.

Also, Allen is not pushy, but allows me ample time to consider my options before I commit to something.

Thank you, Allen."

NOT CONVINCED?

HERE IS MORE FROM

MY OTHER CLIENTS

Ron Rana

(Singapore PR)

Urgent Migration to

New Zealand

✅ Due to personal reason, he needs to migrate his family to New Zealand for child's future within 3-5 months

✅ Situation was extremely time-sensitive to the extent of not having a confirmed employment / residence secured first in New Zealand

✅ Difficult yet bold decision was made to gather as much financial resource for his journey {settle lodging, job hunt, child's school placement in NZ}

✅ Having a tidy sum from his portfolio he started with me gave him the ability to consider an urgent migration without fear

Lim S.K

(SIA Pilot)

Securing Pilot's Family

Allen has shown a strong and uncommon sense of curiosity and creativity. I'm therefore not surprised that he has done very well in his career this far.

He has helped me navigate around all the different insurance and financial products in the market, and given me his very honest and measured assessment and recommendation that serves my needs the most.

Also, Allen is not pushy, but allows me ample time to consider my options before I commit to something.

Thank you, Allen."

WHAT MY ADVISORS

SAY ABOUT ME


"Allen always ready to share his experience and help the team any way he can. He is able to share a different perspective to my concerns, which I learnt a lot from.

Being in this industry for just 2 years and given the wide range of services the company provides to our clients, there are bound to be services where it is not my area of expertise.

Allen is willing to set aside his time to join me in any appointment to ensure that my client’s enquiries are attended to.

I feel reassured to have Allen as my manager because he's there whenever the team needs him."

- Jun Jie (JJ)

"Allen's dedication, knowledge, & support have made a profound impact on my professional growth.

His coaching has not only enhanced my skills but has also boosted my confidence and motivation.

His knowledge, responsiveness, approachability, and understanding are qualities that set him apart.

His unwavering support and guidance have had a significant positive impact on my professional growth.

I am confident that he will continue to benefit not only me but the entire team."

- Henry

BOOK FOR A 1 ON 1 CONSULTATION CALL NOW

In this call we will


UNDERSTAND

what's problem / objective

you are encountering

SIMPLIFY

the explanations of topic

knowledge & concepts

SHARE

possible actions for you to

achieve your desired outcome

BOOK FOR A 1 ON 1 CONSULTATION CALL NOW

In this call we will

UNDERSTAND what's problem / objective you are encountering.

SIMPLIFY the explanations of topic knowledge & concepts.

SHARE possible actions for you to achieve your desired outcome.