ELEVATE YOUR FINANCIAL CONFIDENCE AND UNLOCK YOUR POTENTIAL WEALTH

 

 

CERTIFIED FINANCIAL PLANNER™ SINGAPORE

 

Check Mark Button on SoftBank 2014 10,000+ CONSULTATIONS MADE
Check Mark Button on SoftBank 2014 2,000+ FINANCIAL PLANS
Check Mark Button on SoftBank 2014 5+ CONSECUTIVE MDRT YEARS

 

 

DISCOVER AND GAIN ACCESS TO LEO’S NEXT ONLINE MASTERCLASS

Free tips, resources and worksheets are provided in every webinar.

 

 

ELEVATE YOUR FINANCIAL CONFIDENCE AND UNLOCK YOUR POTENTIAL WEALTH

 

 

CERTIFIED FINANCIAL PLANNER™ SINGAPORE

 

Check Mark Emoji in SoftBank 10,000+ CONSULTATIONS MADE
Check Mark Emoji in SoftBank 2,000+ FINANCIAL PLANS
Check Mark Emoji in SoftBank 5+ YEARS CONSECUTIVE MDRT YEARS

 

DISCOVER AND GAIN ACCESS TO LEO’S NEXT ONLINE MASTERCLASS

Free tips, resources and worksheets are provided in every webinar.

 

 

MEET LEO

 

As a Certified Financial Planner, Leo helps young adults and working professionals achieve their financial goals with a full suite of risk management and wealth accumulation solutions.

He fervently believes in the importance of financial education. He is also the founder of @themoneybeesacademy, a social platform where youths and millennials learn more about everything related to personal finance.

He is also the author of the book “Ultimate Guide to Adulting”, a simple to understand guide to various financial concepts.

He firmly believes that financial education should be easy and achievable for all. He is committed to service and hopes to be your one-stop financial solution.

 

Featured In

 

 

PREMIUM FINANCIAL PLANNING SERVICES

 

As a Certified Financial Planner, Leo has experience in the following areas

FINANCIAL
PLANNING

 

Reach The Goals You’ve Always Wanted

CRITICAL
ILLNESS INSURANCE

 

Guard Against Critical Illness

HEALTH
INSURANCE

 

Protect Against Large Medical Bills

LIFE
INSURANCE

 

Leave Behind a Legacy For Your Loved Ones

INVESTMENT
PLANNING

 

Accelerate Your Wealth on Autopilot

CPF
INVESTMENTS

 

Unlock Your CPF for Higher Returns

RETIREMENT
PLANNING

 

Escape the Race Race And Be Financially Free

PERSONAL
ACCIDENT INSURANCE

 

Live Life With Confidence and Security

Why Thousands Have Chosen Leo

 

 

5 Years Of Track Record

 

With An Industry Experience of More Than 5 Years Under His Belt, And A Client Base Mostly Built On Referrals, Leo Is Grateful For The Trust And Faith His Clients Have In Him.

 

Casual Conversations

 

Leo Hates The Idea Of Selling Things That People Don’t Need. With Him, You can Be Assured That He Will Give His 100% Honest Opinions And Leave You To Make Your Own Decisions.

 

Constant Touchpoints

 

Unlock Other Planners That Come And Go, You Can Expect Constant Updates And Reviews With Leo On Your Financial Plans.

 

10,000+

 

CONSULTATIONS

 

2,000+

 

FINANCIAL PLANS CREATED

 

5

 

YEARS OF EXPERIENCE

 

50+

 

PERSONAL AWARDS

 

WHAT YOU GET FROM A FINANCIAL CONSULTATION

 

 

What is the one thing that is holding your back financially? Discover more in a deep-dive into your finances with a personal financial consultation.

 

🟠 Financial Health Check using award-winning software

 

🟠 Get a customized strategy to reach your goals

 

🟠Get A No Nonsense Strategy Plan For Your Finances

 


LEO’S APPROACH AS A
CERTIFIED FINANCIAL PLANNER

 







LEARN MORE ABOUT PERSONAL DEVELOPMENT AND UPGRADING YOURSELF

 

 

🟠 Webinars

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🟠 Courses

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🟠 eBook

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WHAT HIS CLIENTS SAY

 

 

Sumri

“Leo is an energetic person providing a positive influence to those with whom he interacts. His professionalism and knowledge of his industry ensures there are no questions left unanswered in determining the right strategy for his clients. He is a real pleasure to deal with.”​

Vikneshwaran

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Planner. Leo had this and more. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.”

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