Thinking of contributing to the Supplementary Retirement Scheme (SRS) to enjoy tax reliefs while building up another source of retirement
Over the years, having Karen as my financial planner has made me feel more confident about my financial well-being and future.
Ms. Wee Soek Yen
Assistant Director, Civil Service
You feel like you’re talking to your trusted friend who has your best interests at heart.
Mr. & Mrs. Teo W. L.
Management Consultant and Homemaker
Karen creates an experience that relieves a person of any financial tension they may be feeling.
Ms. Ambica Yadavalli
Director, Leadership Strategy Consultancy
SOUND FINANCIAL PLANNING BEGINS HERE
Financial planning is about taking responsibility for your own financial well being. It also includes checking your financial pulse rate at regular intervals to ensure that your are in a continually healthy state.
Since 2005, Karen has been helping professionals and executives protect, build and preserve their wealth. She is a Certified Financial Planner™ – that means quality advice and vital expertise for her clients.
Most financial planning starts with an assessment of goals. The approach that Karen takes in creating a unique financial plan for each individual is holistic and it focuses on the person’s financial and non-financial priorities.
Karen provides a range of Personal Financial Advisory Services. This includes Risk Management, Investment Planning, Retirement Planning, Children’s Tertiary Education Planning and Estate Planning.
Get in Touch
Karen’s clients trust her for her sound unbiased advice and professional ethics. Get in touch and schedule a consultation with her to assess how she can help you to achieve your financial goals. The process begins now.
Comprehensive financial planning means addressing a person’s financial needs and concerns holistically as opposed to looking at them from a ‘piecemeal’ approach. The range of financial planning services that Karen provides include:
In my interactions with Karen, she has been extremely professional, helpful and gave advice that is relevant to my needs. The fact that she is not tied to any single insurance company makes her very independent in selecting suitable plan options for me from across the market. She is responsive and kept a close tab on the status progress of all my applications up till final approval. I would highly recommend Karen if you are looking for sound financial planning advice!"
I appreciate that Karen looks into my goals holistically and pro-actively ensures that the financial plan she has implemented for me is on track. She has been objective and consultative in her approach. Over the years, having Karen as my financial planner has made me feel more certain of my financial well-being and future. I would recommend her to others who are looking for a balanced way to review their financial plans."
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I was recently interviewed by Her World magazine (June 2022 issue) on an article titled “Dealing with Debt”. The subtitle