With effective guidance and education.
Karen is a graduate from the University of Calgary in Alberta, Canada. She worked as a business analyst and change management consultant with a global bank for 9 years across Europe and Asia before joining the wealth management industry in Singapore in 2005. Since then, Karen has been helping professionals and executives protect, build and preserve their wealth.
She is a CERTIFIED FINANCIAL PLANNER™ practitioner – one of the most respected qualification in the financial services. That means quality advice and vital expertise for her clients. She is also an Associate Estate Planning Practitioner (AEPP).
A deep desire of everyone is a wealthy, secure future for ourselves and our families. But only a few achieve that wish – by careful planning, taking advantage of opportunities, managing the risks and most importantly, by taking the right decisions in time. Karen specialises in helping people take those decisions. From the day she was licenced as a financial planner in Singapore, Karen’s goal has been to improve and to transform the financial situation of each person she meets. She hopes to enable and to empower each and everyone to make well informed decisions. Karen saves people from making costly mistakes that would otherwise have a detrimental impact on their financial well being, now and in the future.
Being indifferent and not taking an interest to plan for one’s own financial future (and one’s family’s), not understanding what and why one has bought certain products and how they complement each other, incorrect perceptions of retirement planning, panicking in times of market volatility etc. are some of the common challenges that people face. Whether you need help with choosing retirement schemes, wealth management or investment advice, Karen will be able to guide you in the right direction. Her greatest satisfaction is knowing that she has helped people avert potential financial mistakes by educating and coaching them to make right decisions.
Karen strongly believes that people should take charge of their actions, thus enabling themselves to stay nimble at any stage of their lives.
Karen has provided me with very sound advice on how to manage my finances and ensure adequate coverage for me and my family. I trust her advice. And the peace of mind that comes with it is invaluable.
Dr. Loong Tse Han