ELEVATE YOUR FINANCIAL CONFIDENCE AND UNLOCK YOUR POTENTIAL WEALTH
CERTIFIED FINANCIAL PLANNER™ SINGAPORE
10,000+ CONSULTATIONS MADE
2,000+ FINANCIAL PLANS
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
10,000+ CONSULTATIONS MADE
2,000+ FINANCIAL PLANS
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.
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.”
