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Meet the Experts
David Tan
Certified Financial Planner
Credentials: CFP, BBA Finance (National University of Singapore), 25+ years experience, CPF Specialist
Specialty: Retirement planning for late starters. Expert in CPF optimization, SA shielding, and creating sustainable retirement income streams.
James Wong
Estate Planning Specialist
Credentials: LLB Law (National University of Singapore), STEP Certified Trust and Estate Practitioner
Specialty: Will writing, trust creation, and legacy planning. Expert in navigating Singapore's inheritance laws.
Rebecca Ong
Senior Wealth Manager
Credentials: MBA Finance (Singapore Management University), Chartered Financial Analyst (CFA)
Specialty: Investment portfolio management for pre-retirees. Specializes in balanced, lower-risk strategies.
Anita Chen
Mortgage and Housing Advisor
Credentials: BSc Economics (Nanyang Technological University), Certified Mortgage Consultant
Specialty: HDB lease buyback, right-sizing options, and mortgage strategies.