Biography

Dynamic, focused, and driven with a compassionate heart, Serene Seah is an Associate Director and a remarkable financial adviser who blends expertise, education, and empathy to impact lives meaningfully.

Her journey into financial advisory was deeply personal. Losing her father at a young age taught Serene the painful value of being unprepared for life’s uncertainties. Determined to turn her story into strength, she pursued her education at the National University of Singapore and National Institute of Education, before becoming a licensed financial adviser in 2016. Since then, Serene has dedicated her career to helping others safeguard their futures with clarity and confidence.

Building her practice was no easy feat—she started while heavily pregnant, balancing motherhood, rejections, and a meagre income. Yet, with resilience, conviction, and an unwavering belief in the work she does, Serene has gone on to achieve international recognition, including:

Top of Table [6x MDRT} (2022) Court of Table [3x MDRT] (2024) Million Dollar Round Table (2020, 2021, 2023, 2025)

Known for her genuine care and ability to connect, Serene makes financial conversations approachable and empowering. She listens deeply, tailors solutions to each client’s needs, and explains complex concepts with clarity—turning financial planning into a journey of trust and collaboration.

Beyond her work, Serene is an avid storyteller who believes in the power of narratives—both in life and in finance. She has a unique gift for drawing out her clients’ life stories, truly understanding their journeys, and translating them into tailored strategies that align with their goals. With warmth and clarity, Serene simplifies complex financial concepts into relatable, easy-to-understand ideas, guiding clients confidently toward their financial destinations.

With Serene, you’re not just getting financial advice—you’re gaining a trusted ally, a passionate advocate, and a lifelong partner in your financial journey.

AT

Consultant

I have known Serene for a while and we rarely talk work until recently when I asked for investment advise. Through the conversations I realised the investment choices I have done or what I understood wasn't quite accurate. The explanation that Serene gave was very in depth and resonate to my investment appetite. She is not only knowledgeable, expert in this domain yet very patient in explaining various options ensuring I understood each step before making decisions.

I find the recommendations not only strengthened my current portfolio but also new knowledge gained in the process. I truly value her friendship, transparency and commitment in helping me make right decisions. I'm confident with these new choices and certain in achieving the positive results to come.

It's been a pleasure working with Serene who is always dedicated and trustworthy and look forward to continuing this partnership. I just unlock a new personal achievement in having a friend & an adviser combined.

Well done and keep it up SS

Mr Ang Zehan

Self employed

Serene has been my trusted advisor for many years. Her ability to understand my requirements, aided by her vast market knowledge, helps me construct the most optimal portfolio for my entire family. Based on my interactions with her, Serene is someone who is trustworthy that you can be transparent in your conversations. Her empathetic view allows her to serve her clients to their best interests.

Mr Francis Gan

Manager, Financial Planning and Analysis at InterContinental Hotels Group Pte Ltd

Some ppl come in and out of your lives at different stages. Serene was introduced via a mutual friend and the rest is history. She is someone I trust even though I have only known her for a few years. She’s a friend first to me as I actually accidentally found out she’s a financial adviser after. And in this capacity I am actually lucky to have her as my adviser and she knows what I need and my pain points - flexibility and long term goals interchange at times and she’s able to provide a solution each time. Even in some past investment decisions I made she managed to get them changed to maximize gains in the same duration. So yes, she comes highly recommended- not just as an agent but the fact she actually enjoys being a good friend Thank you for all you have done so far and most importantly your patience of gold ;)