Team Members
Meet some of our professional advisors who make our team proud. Having committed and friendly professionals, guaranteeing customer well being and meeting their financial advisory needs.
Ng Beng Lee
Senior Financial Consultant
Million Dollar Round Table, MDRT
Certified Financial Planner, CFP®
Specialist @ Family Financial Planning, Insurance Planning/Application, Both Local/Expatriate & SME Business Solution
Lois Ng
Co-founder
Financial Services Manager
Senior Private Wealth Manager
MDRT - Qualifying & Life
Certified Financial Planner, CFP®
Certificate in Trust & Estate Planning
IBF Level 3
Trust & Estate Planning, Employee Benefits Specialist
Lincoln Lye
Financial Consultant
Million Dollar Club Platinum
Diploma in Information Technology
IBF Level 2
Financial Planning, Insurance Planning & Corporate Solutions
Jae Loh
Financial Services Associate Director
Million Dollar Round Table, MDRT
Regional Employee Benefits Specialist
Regional Employee Benefits Specialist