Meet the people who make us proud
OUR FINANCIAL PLANNERS
Financial Advisory Manager | Certified Islamic Wealth Adviser |
Licensed Financial Adviser Representative
It was almost an epiphany when Sarah Wang came across a module in personal financial planning when she was pursuing a double major in Accountancy and Finance at the Singapore Management University.
During that time, she realised that many finance students understood the theory of finance. However, very few were propelled to take action and live out that knowledge.
Inspired, Sarah chose to become a financial planner to work for the benefit of her clients. She wants to guide them in making informed decisions to provide for their loved ones, fulfill their dreams and pass on their values.
Today, Sarah’s clients include the patriach of a well established family with a net asset value of over S$20 million.
Specialisation: Insurance Planning | Investment Management