Are you troubled by
Having no idea on financial planning due to new environment,
broken promises from insurance agents,
difficulties in claims,
or investments that have not met your expectations because of non-personalised approaches?
I'm Tony, your private financial adviser who
Customises financial planning for foreigners working in Singapore,
founded Elite Client System, offering quality professional services and systematic follow-ups,
files successful claims should incidents happen,
passed CFA Level III Exam, expertised in asset allocation, with personalised investment strategies to build your wealth.
What Others Say about Tony
I am impressed by Tony’s comprehensive financial planning services for my family. He helps us review our portfolio in a systematic way, offering us professional advice from daily life to legacy planning.
Senior Scientist
A*STAR I2R
Tony is responsive and reliable when it comes to claims. With a clear understanding on the insurance clauses, he does a good job to coordinate among different parties involved and to make sure the claim is successfully filed.
Managing Director
iSURVEY Pte. Ltd.
As an investment expert, Tony constructs my personal asset portfolio according to my investment objectives and constraints.He monitors my portfolio closely, making adjustments periodically to meet my objectives.
Business Director
Sanyee Singapore Pte. Ltd.
Join my “200 Elite Client System” and you will enjoy. . .
* Professional consultancy on financial planning
* Insurance policy summary and analysis
* Regular review and adjustment on portfolio
* Trustworthy claim service
* Estate and legacy planning
* Weekly market brief for investors
* Priority to attend seminars on value-added topics and networking sessions