"Retirement is when you stop living at work and start working at living"
"Very Informative talk without any hint of sales pitching… Good presentation and clear focus for the participants’ interests for financial planning"
- Kiam L.
Very informational and lively talk presented. More information gathered and clarified like examples SRS and Care Shield.
- Tay Soh Wah
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, this report will provide customised tips for tax savings and portfolio restructuring directly suited for your needs
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