Leadership
Lee Song Yong
Founder and Senior Group Financial Service Director
Twenty-three perspectives.
One shared purpose.
We are a close-knit team of planners, listeners and problem-solvers. Different specialties, one commitment: advice that begins with you.
We measure good advice by the confidence it gives you to move forward.
23advisers
04leaders
01team around you
Leadership team
Setting the standard for thoughtful advice.
Our leaders mentor every adviser and help bring the full strength of the team to each client relationship.
The wider team
Meet your planning partners.
Find an adviser whose experience matches the questions, goals and transitions that matter to you.
Lim Shin Haur
Associate Director (Private Wealth)
Shahidah Said
Associate Director (Private Wealth)
Chantelle Teo Qiuyan
Associate Director (Private Wealth)
Keith Lim Jia Dong
Associate Director (Advisory)
Jane Lau Chiek Gek
Associate Director (Private Wealth)
Ng Zi Yang
Executive Wealth Manager
Trish Sng
Associate Director (Advisory)
Zack Ng Zhong Wei
Executive Wealth Consultant
Dedrick Lim Yong Yew
Executive Wealth Consultant
Sarah Irfyana
Executive Wealth Consultant
Ella Wee Jing Ying
Executive Wealth Consultant
Vester Ng Kian Soon
Executive Wealth Consultant
Hazim Ismail
Executive Wealth Manager
Marcus Chiau Yong Pin
Executive Wealth Manager
Nor Hafiza
Executive Wealth Manager
Mary Gong Shiau Yun
Executive Wealth Consultant
Darren Tan Jun Chen
Executive Wealth Manager
Leow Zhi Lin
Executive Wealth Manager
Siti Suhailah
Executive Wealth Consultant
Not sure who to speak with?
Meet your adviser