Once handling 3 businesses at a time, Peter hassince focus on his wealth consultancy practice.Being trained in the world of business, he believesthat constant innovation is necessary to beproviding the best value to his clients. The most current niche is his ability to integrate technology to his consultancy practices, giving his clients an edge over many in planning their wealth.
His vision is to bring simplicity into this complex journey of finance.
Truth is ever to be found in the simplicity, and not in the multiplicity and confusion of things.
- Isaac Newton
I have known Peter since I was in the army and I am now a father of 2 beautiful daughters & the owner of a business.
I am constantly impressed with Peter’s ability to be relevant in planning my finances even as I grow and mature in life. He even helps with my company’s insurances now. He always manages to make complicated matters easy for my wife & myself to understand using charts & illustrations.
We feel assured with his professionalism & more than that he is a friend to our family. We are happy to have known him.
Peter is a very sincere guy. It may sound cliché but he really cares about my well-being in the whole planning process.
I feel that a lot in the interactions I have with him. As much as Peter is sincere, he is competent in his work as well.Over the years I have known him, he has kept close to our routine of yearly review & he produces a yearly report of our discussion & a summary of my current financial situation.
This has enabled me to have a better understanding of my financial situation. Peter is a guy I trust & I look forward to our future interactions
Both my wife & myself have known Peter for many years. He takes all our questions & concerns very seriously and he makes effort to address them the best he can.
Our discussions with Peter have always been open as he mentions the good & the bad in everything. We never have to second-guess in our discussions & is thus able to make clear decisions for our future.
As we near our retirement age, we were further impressed with Peter’s ability to take into accountdetails like CPF payouts to assess our retirement readiness.
A trustable & competent adviser is what we both can see in Peter.
Doing A Full Planning Session Report
Client Appreciation Program
A Husband, A Son, A Brother, An Uncle