What if my assets can't be used by the most appropriate person to take care of me?
Excellent speaker with many practical examples to illustrate key points in estate and wealth planning for individuals and family members. Thank you
Everyone can drown in information nowadays. These webinars save a lot of time researching, especially we don't actively research. I also have increased confidence when an expert talks instead of doing my own as they provide content and comparison. I'm Thankful these are free; makes me feel that we clients are being taken care of. Thanks a lot !
Spearheading 'The Next Big Move', Jasper has been a Wealth Management Consultant for 5 years and has helped over 150 clients to date.
Equipped with knowledge and experience beyond his age, Jasper accompanied clients through different life stages and provided timely advice. Jasper specializes in planning for young adults, and families with children.
Jasper's belief in financial planning is structured, and methodical, and guides clients' financial journey with the highest level of detail.
With over 25 years of experience in the Wealth Management Industry. Alan was a MoneySENSE speaker and invited speaker at many wealth management seminars for various institutions, private companies & public service organizations.
Alan was amongst the first batch of financial advisers to be conferred Chartered Financial Consultant, Chartered Life Underwriter, and Certified Financial Planner in Singapore.
He is currently a Senior Financial Services Director and head of Apex Private Wealth Management.
Coupled with a consultation, the report provides tips for tax saving and premium control effectiveness
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