I walk my clients through a systematic process. The Big Picture Clarity forms the foundation of the working relationship, through which important areas on Portfolio Clarity, Safety Net Clarity and Lifestyle Clarity are discussed in details. While we built up assets in our lifetime, our assets will eventually become our estate. Legacy Clarity seeks out to address this less discussed topic. Personal circumstances will constantly change as you progress through your different life stages, regular Clarity Review will keep you crystal clear on your objectives and confident in your “Journey to Financial Clarity”.
“He makes great effort to understand my needs and priorities, and gives advice tailored to my needs. I appreciate the clarity he has given me in relation to what my priorities ought to be in my financial plans. I recommend him to anyone looking for advice on wealth planning (and have done so).”
— Kirsten Koh
“He has helped me to gain better insights and clarity in my portfolio. He has consistently provided thoughtful planning and advice for my needs and objectives. His service has been exceptional and professional. I will not hesitate to recommend him to my friends.”
— John Chong
Wee Khai 