I have trained more than 10,000 retail investors in analysing stocks and on personal financial planning.

I’m also currently managing a team of 10 advisors and serving more than 2,500 clients with asset under advisory of more than $40 million.

I’m thankful to be able to help my clients make better financial decisions and being recognised for my work:

Why do I Invest?

Seeing my money sleeping in the bank and generating close to 0% interest feels like a wasted opportunity. I invest because I want my idling cash to make a better return, allowing me to achieve financial freedom earlier. It’s as simple as that. 

I like to study businesses and investing is a process of finding great business to invest in. That is why I can do this everyday.

Why do I Teach Investing?

When I first started my investing journey, I had no clue how I should get started. I eventually gained a better understanding in investing through learning from many different books and great mentors.

I like to teach because I know the pain of investing without full understanding what I was doing. I enjoy teaching because I enjoy the satisfaction of seeing my students apply the strategies I teach and do well in their own investments.

Why do I Teach Advisors?

My personal journey as a Financial Advisor had not been easy, I had to learn, test and build my systems from scratch.

My main objective when entering this industry is to focus solely on holistic financial planning which aims to help my clients to grow their money and build a safe and secure financial portfolio. Hence, I do not push products and traditional methods didn’t work for me. 

To help more people invest better, I believe that I can share how I help my clients and build my advisory business with fellow advisors.

How do I invest?

I believe strongly in diversification and thus split my portfolio into three strategies:

1. I pick individual stocks from the Singapore, Hong Kong and China markets. 
2. I invest in global market by using funds.
3. I invest in dividend paying funds for monthly passive income. 

With a limited supply of time and energy, I have to invest through funds for a greater diversification. My dividend portfolio generates a monthly dividend pay out for me while I build my main portfolio with the aim of achieving my financial freedom goals.

Why do I help others invest?

Let’s face it, most people are too busy to optimise their investments. Many others do not enjoy the process of keeping up with the markets or analysing stocks and funds. On the contrary, this is what I enjoy doing and my dream is to help people better manage their money and become more financially savvy. 

You can find out more about my journey here:

As a CFA and CFP, I spend my days looking for great businesses to invest in as well as help my clients to manage their personal finances and investments. Hence, I get to analyse a wide range of investment instruments and vehicles. 

I share my thought process and takeaways on topics like personal finance, CPF, Insurance and investing in my articles on Dr Wealth.