Premier Financial Services Consultant
3 years of experience
MDRT, Personal Wealth Manager,
Singapore Employee Benefits Specialist. Million Dollar Club Platinum
I firmly believe that financial planning is not just about selling products or services, but about empowering clients to make informed decisions. As a financial advisor, my approach involves a deep understanding of my clients' needs and providing them with the right tools and guidance to make the best decisions for their financial future. This requires a comprehensive analysis of their current financial status, including their income, expenses, assets, and liabitilies. Once I have a clear understanding of their financial situation, I can provide customized solutions that fit their unique needs.
Areas of specialty
I have had the pleasure of working with clients from all walks of life. From young professionals just starting their careers to retirees looking to enjoy their golden years, What I enjoy most about my work is working with clients who see financial planning as more than just buying insurance products. They understand that financial planning is about taking control of their financial future and securing a better life for themselves and their families.
Wealth and retirement planning
Health and protection planning
Hear from my clients
"Samuel doesn't just sell products; he sells ideas that make a real difference in his clients' lives. What I appreciate the most about Samuel is the way he asks questions that trigger my thoughts. As a finance-trained professional, I have always been confident about my portfolio. But Samuel proved me wrong by offering a fresh perspective that I had never considered before.
I would highly recommend him to anyone who is looking for a financial advisor that goes beyond the usual product-centric approach."