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.

Ms Lee Hui Ching

Deputy Manager at Land Transport Authority

I would like to express my sincere appreciation and gratitude to Serene Seah for her outstanding service as my financial adviser.

Although Serene and I were colleagues and friends more than 10 years ago, we lost touch over the years. Last December, when I needed help planning my family's hospitalisation coverage and investment portfolio, she was the first person I thought of because I trusted her professionalism and expertise.

From our very first discussion, Serene demonstrated exceptional knowledge and a deep understanding of financial planning. She listened carefully to all my concerns and provided clear, practical solutions tailored to my family's needs. Her recommendations have delivered positive results, and I am truly happy with the outcomes. Most importantly, she has earned my complete trust through her dedication, integrity, and genuine care.

What sets Serene apart is that she goes beyond her role as a financial adviser. One of the most touching moments was when I was unwell. She personally delivered medicines, herbal tea, and treats to my home to make sure I was feeling better. On another occasion, despite being sick and tired herself, she still drove all the way to my house to surprise me with birthday wishes. These thoughtful gestures meant so much to me and showed how much she genuinely cares about the people around her.

Professionally, Serene is always responsive, responsible, and incredibly patient. Even when I texted her late at night with questions about my policies, she took the time to explain everything in detail and ensured I fully understood my options. Her dedication, professionalism, and willingness to go the extra mile have given me complete confidence in planning for my future and retirement.

I wholeheartedly recommend Serene Seah to anyone looking for a trustworthy, knowledgeable, and caring financial adviser. If you're seeking someone who will always put your interests first and provide exceptional service, Serene is the person to go to. You can count on her to guide you every step of the way.

Thank you, Serene, for your unwavering support, professionalism, and friendship. Keep up the amazing work! I will definitely continue recommending my friends and family to you. ❤️👍

Mr Morris Phang

Sales Manager at Apps Systems Service

I got to know Serene through my wife, and I am truly grateful for her guidance and support as my financial adviser.

Serene has helped me with my retirement planning and provided valuable advice that gives me confidence and peace of mind about my future. She is knowledgeable, professional, and always takes the time to address my concerns patiently. No matter when I reach out, she is incredibly responsive and reliable—something that is very rare to find nowadays.

What I appreciate most is that Serene genuinely cares about her clients. Her dedication, attentiveness, and willingness to go the extra mile make me feel at ease knowing that I am in good hands. She has earned my trust through both her expertise and her sincerity.

I wholeheartedly recommend Serene to anyone looking for a trustworthy, responsive, and caring financial adviser. Thank you, Serene, for your excellent service and support. Keep up the great work! ❤️👍

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