OUR PHILOSOPHY
We only live once, so let's cherish the time we have.
Many of us wish to retire young and retire rich. Once we start working, we aim to achieve financial independence as quickly as possible, so we have ample time and freedom to pursue our other interests and dreams.
Through financial planning, you gain tools to build the future you desire and develop the financial resilience to overcome life's challenges as they come. Step-by-step, just like building a house, we help you lay the groundwork for the rest of your future.
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OUR PEOPLE
We're inspired to make a difference in the lives of others through financial literacy education.
With years of industry expertise under their belt, each of our financial planners brings personal experience and unique perspective to their mentorship process.
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Joanne Lee
Junior Life Advisor, Great Eastern
Background in Cosmetics
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Sam Wong
Life Planning Advisor (LPA), Great Eastern
Background in IT
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