Awards & Recognition
Become a client of a model investment advisory practice in Singapore
2018 FPAS Financial Planner of the Year 2018 - Top 10 Finalist
2016 PlanPlus Global Financial Planning Awards - 1st Runner Up in Asia
2016 PlanPlus National Financial Planning Awards - Winner in Singapore
2005 and 2009 ipac Asia Wealth Management - Leading Adviser for Asia
2004 Financial Adviser Representative (FAR)- Gold Award
What others say about me...
Former ipac colleague from HK
Roy's enthusiasm for always putting his clients' needs first is contagious. He set a shining example to the ipac team of how to bring trust, care and professionalism to an advisory business, reflected in the many awards and accolades received from colleagues and clients alike.
Loh Ching Soo
Client since 2005
Roy brings a unique and rich blend of advice that goes beyond the offerings of a traditional financial advisor. He is able to weave life's foundational components including insurance, real estate, tax and even career advice as a complete package. This holistic approach has greatly benefitted my family and me.
Former ipac Asia colleague
Roy has been putting his clients at the centre of the advice equation well before it became fashionable to do so. In that regard he has led the advice community in Singapore over the last 15 years by demonstrating humility and a genuine desire to go the extra mile for his clients
Client since 2016
When the Trustees of Firmenich Singapore decided to review and improve our company's Supplementary Pension Fund, we appointed Roy. He brought a level of proactivity and passion, combined with solid industry knowledge and professionalism, we had not seen before in our partners. His open and honest communication added real value for our members.
A Client since 1997
Roy is that rare phenomenon in the business world -- a man of excellence and integrity, committed to protecting his clients' best interests. Roy's collaborative practice and long-term view of portfolio and relationship building tell me I'm in trustworthy hands.