Why Nigel as your trusted Financial Advisor?
Why Nigel as your trusted Financial Advisor?
My Story
Attracted by the fulfilment of a meaningful career, I joined the financial services industry to make a difference to people’s lives as an undergrad. Through my sharings, many clients have changed their perspective towards managing their finances after meeting me.
I have since achieved the acclaimed Million Dollar Round Table (MDRT) status 5 times. This accreditation is reserved only for the top 10% of advisors who uphold the best standards in their advisory process.
I am currently servicing approx. 300 clients as of Jan 2023 with an AUM of $1.1 million, and you can be assured that I have the relevant skills and experience to help you on your portfolio.
I am now also leading a team of 5 advisors who I mentor closely. My dream is to be able to groom the next generation of top advisors and to impact 25,000 lives positively.
I have since achieved the acclaimed Million Dollar Round Table (MDRT) status 5 times. This accreditation is reserved only for the top 10% of advisors who uphold the best standards in their advisory process.
I am currently servicing approx. 300 clients as of Jan 2023 with an AUM of $1.1 million, and you can be assured that I have the relevant skills and experience to help you on your portfolio.
I am now also leading a team of 5 advisors who I mentor closely. My dream is to be able to groom the next generation of top advisors and to impact 25,000 lives positively.
My Services
My job is to help you with four main functions of financial planning – Restructuring, Investments, Risk Management & Legacy Planning!
Restructure
Most individuals would have existing policies which were purchased 10-20 years ago or more. These policies were relevant then, but with so much changes in the medical insurance industry, (e.g. more critical illnesses discovered), the benefits provided by these old policies might be insignificant. These policies can be restructured to ensure its relevance going forward and can also help to reduce expenses on unnecessary or outdated policies.
Invest
The first step to good money management is to invest with confidence. In the environment today, two ends of the spectrum exist where some may be very conservative and leave all their savings in the bank, and the other extreme where they would prefer to invest it in very risky instruments like crypto and options. Find out from me how you can invest with much more confidence to achieve your financial goals with structured investment solutions.
Risk Management
Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me what your policies cover you for and if you are really adequately covered, or grossly under insured.
Legacy
When you enter the life phase where you are considering how to distribute your assets, Legacy planning will help ease your troubles significantly by having solutions which will multiply your assets incredibly and specify the distribution with clarity.
My Achievements
Top Undergrad Consultant
2016
Million Dollar Round Table (MDRT)
2018-2022
Chartered Financial Consultant (ChFC®/S)
2018
Certified Financial Planner (CFP®/S)
2017
Videos
YOURS FREE:
Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!
Financial Planning Ebook
Testimonials
Financial Calculator
Education Calculator
See how much children education can cost locally and abroad
Insurance Calculator
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Retirement Calculator
See how much you need for your retirement
Contact
nigel@aia.com.sg
98759413
98759413
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Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
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Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.