I am a life planner and a unit trust consultant, with a keen passion in helping people build an achievable personal financial plan. My background as a professional engineer has given me the analytical skills to offer you solutions for your financial needs, and this is one of my biggest drives. I am proud to say that to date, I have helped many clients with the knowledge I gained from Certified Financial Planning course. It would be my pleasure to assist you.
My Qualification 我的资历
Certified Financial Planning (M1, M2)
My Education 我的学历
Bachelor of Engineering in Chemical Engineering
University of Minnesota, Twin Cities
Class of 2012
My Hobbies 我的爱好
Rock Climbing
Jogging
Hiking
My Favorite Quote
我的座右铭
It might shake you, but you cannot let it break you.
What does AWG mean to me AWG 对我的意义
AWG is a dream team.
It’s a place where professionalism in financial services is practiced;
Where plenty of resources and network are available to support the team and clients;
And where you’ll feel assured.
My Achievements 我的成就
2023
My Testimonials 我的推荐
I seek Sam’s service to better manage my financial goals. His in-depth analysis of my request is second to none, he coherently present what I need to know in a concise and efficient way. Sam is definitely someone I can rely on for professional financial advice
By Ng Wei Lun
I am so glad that Sam approached me to talk about my finances. As someone who just started on understanding financial literacy, Sam has been patient and proactive to teach and guide me on how to prepare myself for the future. I honestly cannot imagine a better person in helping me towards a much stable future.
By Indira Saifuddin
I knew Sam for more than 10 years, since during my Pre-U days. He came across as someone who is knowledgeable in the field of financial planning. He always recommends me the latest investment product available. He is approachable and attentive to my financial needs and will only recommend me the investment product that suits my need. Sam has always gone the extra mile to serve me. He will always find out more details about an individual, like financial status, plans (immediate and long term) and spending before introducing any financial products. I have learnt a lot about financial planning through him. I would recommend Sam to everyone who are looking to get themselves covered and grow their wealth.
By Eric Wong How Ming
My Services 我的服务
Personal & Family Wealth Management 个人及家庭财务管理
Life Insurance Services 人寿保险服务
Medical Planning 医药卡规划 Critical Illness Planning 疾病险规划 Debt Planning 债务清除规划 Retirement Planning 退休规划 & MORE
General Insurance Services 普通保险服务
Car Insurance 汽车保险 Fire Insurance 火险 Personal Accident Insurance 意外保险 Travel Insurance 旅游保险 & MORE
Estate Planning Services 资产规划服务
Wills Writing Services 缮写遗嘱服务 Will Custody Services 遗嘱保管服务 Trustee Services 信托服务 Comprehensive Estate Planning 全方位资产规划 & MORE
Mortgage & Loan Services 贷款规划服务
Housing Loan 房屋贷款 Refinancing Services 重新贷款服务 Personal Loan 个人贷款 Debt Restructuring 债务重整规划 & MORE
Corporate Financing Services 企业理财服务
Business Succession Planning 企业继承规划 Business Continuation Planning 企业持续经营规划 Company Debt Cancellation Scheme 公司债务清除计划 Keyman Compensation Scheme 企业要员补偿计划 Employee Benefit Program 员工福利计划 & MORE