Biography

With over a decade of experience in the financial planning industry, Benjamin has dedicated his career to helping individuals and families achieve lasting financial security and peace of mind. Known for his client-first approach, Benjamin specializes in crafting personalized strategies that balance wealth accumulation, risk management, and long-term financial goals.

Throughout his career, Benjamin has guided countless clients through major life milestones. From buying their first home, planning for their children’s education, to preparing for a comfortable retirement. His deep industry knowledge and commitment to staying ahead of market trends allow him to provide practical, well-informed advice tailored to each unique situation.

Beyond technical expertise, Benjamin is recognized for his reliability, accountability and ability to simplify complex financial concepts. He believes that true financial planning goes beyond numbers, it’s about empowering people to make confident decisions that align with their aspirations.

As he looks to the future, Benjamin is passionate about developing the next generation of advisers, mentoring and building a team that continues to raise the standard of advice and service in the industry. His vision is not only to grow his practice but to create a lasting impact on the financial well-being of his clients.

Mr Richard Tan

Ben is exceptionally good, efficient and professional. Works 24/7 and is very courteous and helpful. Not many of such qualities these days. And very responsible which is of utmost importance!