Comprehensive Financial Planning for Foreigners in Singapore

One Stop Trustworthy Financial Service Provider

“ If you fail to plan, you are planning to fail.

-Benjamin Franklin

Are you troubled with

Having no idea on financial planning due to new environment,

broken promises from insurance agents,

difficulties in claims,

or investments that have not met your expectations because of non-personalised approaches?

I’m Tony,

your private financial adviser who

Customises financial planning for foreigners working in Singapore,

founded Elite Client System, offering quality professional services and systematic follow-ups,

files successful claims should incidents happen,

passed CFA Level III Exam, expertised in asset allocation, with personalised investment strategies to build your wealth.

What Others Say about Tony

I am impressed by Tony’s comprehensive financial planning services for my family. He helps us review our portfolio in a systematic way, offering us professional advice from daily life to legacy planning.

Emily Hao

Senior Scientist, A*STAR I2R

Tony is responsive and reliable when it comes to claims. With a clear understanding on the insurance clauses, he does a good job to coordinate among different parties involved and to make sure the claim is successfully filed.

Bill Petrie

Managing Director, iSURVEY Pte. Ltd.

As an investment expert, Tony constructs my personal asset portfolio according to my investment objectives and constraints.He monitors my portfolio closely, making adjustments periodically to meet my objectives.