Roy expertise in handling estate planning, wealth distribution such as asset equalisation, and high net-worth wealth management has given him the demand and exclusiveness to the industry.

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Roy started in the financial planning industry at a young age of 21, led by Christina Lee  financial planning legacy since 1981, where she started with Manulife Singapore.

 

Roy’s financial planning knowledge has involved many different generation clients, from Baby Boomers, Generation X to Millennials. With all the proven financial planning  formulas from the pioneer generation till today, coupled with his passion and vision.

 

Roy have achieved the top awards of  3 x Top of The Table, 2 x Court of the Table, and qualified 6 times for the Million Dollar Round Table (MDRT) at the age of 30. 

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Roy’s life mission for this career is to impart essential financial planning knowledge in the areas of risk management, estate planning, wealth distribution and more, regardless of his client’s net worth. Not just to benefit clients but it’s also about passing down skill-sets to more financial planners to enhance their awareness of financial planning in today's economy. 

 

Roy’s to go quote is: "Most people know what insurance is. But not many really know what insurance does.”