15 years as a trusted life planner in Singapore
CFP® (Certified Financial PlannerTM) since 2011
Former banker with work in 8 countries in 3 continents
Interviewed on ChannelNewsAsia’s Money Mind
Articles published in NSman, The Edge, Scoot Airlines
Speaker and wealth coach for senior executives
An expert in helping women professionals like doctors, teachers and bankers attain their holistic goals.
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
You feel like you’re talking to your trusted friend who has your best interests at heart.
Mr. & Mrs. Teo W. L.
Karen creates an experience that relieves a person of any financial tension they may be feeling.
Ms. Ambica Yadavalli
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.
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:
Does it make sense to rent or own your property in Singapore today? Is paying rent similar to throwing some of your money away? The
The short answer is: yes. Just about any time is a good time to invest, as long as: The portfolio asset classes are inherently liquidBy