I believe that listening and understanding of what matters to every individual lays a strong foundation for lifelong trusting relationships with my clients. Through integrity, creativity and meaningful engagement with my clients, I strive to help them achieve a holistic plan for their family, career and business.
Working with business owners and high-income professionals since 2005, I saw how building and growing their businesses can threaten my clients' financial stability as they sacrifice the comfort and stability of a well-paying job in pursuit of a bigger dream. After witnessing a friend lose everything to a failing business, I committed myself to guiding business owners through their financial planning holistically - to grow, protect and manage their wealth and assets. Besides providing security to both my clients' businesses and family, a holistic plan can also lead to income generation.
Gregory
Manulife Financial Advisers Pte. Ltd.