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.

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 ;)

Mdm Annie

Retiree at Retiree

I’m so grateful for the support and guidance I’ve received from my financial adviser. From the very beginning, she took the time to truly understand my needs and goals. Her friendly and approachable nature made it easy to talk openly, and I always felt listened to and understood.

What really stood out was how helpful and proactive she was in assisting me with my dividend payouts. She ensured the process was smooth and even helped expedite everything without any stress on my end. Her sincerity and genuine care for her clients shine through in every interaction.

Thanks to her, I not only feel more confident in my financial journey but am also very happy with the results. I couldn’t have asked for a better adviser!

Jeffrey Wee

Business Development Manager

Having known Serene for close to 10 years, she has been a diligent and focused adviser.

Prompt and serious in her work, she is always doing her best to be updated with the latest product offerings in the market and economic happenings.

Always energetic and going over and beyond, i recommend Serene to anyone seeking a knowledgeable , prompt and reliable adviser.