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OUR ELITES
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OUR ELITES
Our elite advisers, who consistently demonstrate excellence in every aspect of their work, are dedicated to doing business the right way. Their unwavering commitment to integrity, professionalism, and client success is what sets them apart and drives our continued growth and trust within the industry.
2025

Willynn Soh
1 x COT, 5 x MDRT
"Plan with every client from a place of genuine care — because real value is built on integrity and sincerity."
"Plan with every client from a place of genuine care — because real value is built on integrity and sincerity."

Lim Li Fen
3 x MDRT Qualifier
“Every client is unique, and so should be their portfolio. Products provide solutions, but understanding and aligning closely with my clients' visions—that's what builds lasting and effective relationships.”
“Every client is unique, and so should be their portfolio. Products provide solutions, but understanding and aligning closely with my clients' visions—that's what builds lasting and effective relationships.”

Grace Lee
2 x MDRT Qualifier
"Becoming a better version of myself every day, so I can continuously add value to people."
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A personal note from our branch director:
Grace is sharp, diligent, and always focused on helping clients achieve their investment and retirement goals. Her planning is clear, precise, and effective, ensuring clients feel confident about their financial journey ahead.
"Becoming a better version of myself every day, so I can continuously add value to people."
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A personal note from our branch director:
Grace is sharp, diligent, and always focused on helping clients achieve their investment and retirement goals. Her planning is clear, precise, and effective, ensuring clients feel confident about their financial journey ahead.

Henry Ang
3 x MDRT Qualifier
"If you can dream it,
you can achieve it."
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A personal note from our branch director:
Henry sets the gold standard as an adviser—confident, ethical, and unquestionably trustworthy. Known for his deep expertise and vast experience, Henry consistently goes above and beyond to deliver outstanding results. Clients trust and rely on him completely, knowing they're in exceptionally capable hands every step of the way.
"If you can dream it,
you can achieve it."
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A personal note from our branch director:
Henry sets the gold standard as an adviser—confident, ethical, and unquestionably trustworthy. Known for his deep expertise and vast experience, Henry consistently goes above and beyond to deliver outstanding results. Clients trust and rely on him completely, knowing they're in exceptionally capable hands every step of the way.

Marvin Lai
4 x MDRT Qualifier
"Believe in the VISION of Financial Planning, Act on the MISSION to Empower Families to achieve financial stability, improve lifestyles, and promote equitable wealth distribution for a stronger, united future."
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A personal note from our branch director:
Daily habits and small wins are the real drivers of success.
"Believe in the VISION of Financial Planning, Act on the MISSION to Empower Families to achieve financial stability, improve lifestyles, and promote equitable wealth distribution for a stronger, united future."
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A personal note from our branch director:
Daily habits and small wins are the real drivers of success.

Sandy Lim
** LIFETIME MDRT MEMBER **
11 x MDRT Qualifier
“In life, sincerity is always the best strategy to win people's hearts and integrity is key ingredient to a honest business. Keep these 2 virtues close and continue to flourish.”
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A personal note from Sandy's manager:
With 19 years of experience and a prestigious Lifetime MDRT recognition, Sandy is a knowledgeable, sincere, and deeply empathetic financial planner. Her patience, attention to detail, and responsiveness make her a trusted guide to her clients, many of whom she shares lasting bonds with. A role model in the industry, Sandy inspires younger advisors through her integrity, dedication, and heart-led service.
11 x MDRT Qualifier
“In life, sincerity is always the best strategy to win people's hearts and integrity is key ingredient to a honest business. Keep these 2 virtues close and continue to flourish.”
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A personal note from Sandy's manager:
With 19 years of experience and a prestigious Lifetime MDRT recognition, Sandy is a knowledgeable, sincere, and deeply empathetic financial planner. Her patience, attention to detail, and responsiveness make her a trusted guide to her clients, many of whom she shares lasting bonds with. A role model in the industry, Sandy inspires younger advisors through her integrity, dedication, and heart-led service.

Brandon Lee
3 x MDRT Qualifier
"With every no comes a better yes"
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A personal note from Brandon's manager:
Brandon exemplifies unwavering consistency, achieving exceptional results year after year. His dedication to prioritizing clients' interests above all else sets the bar, ensuring tailored solutions meet each individual's unique needs and long-term goals.
"With every no comes a better yes"
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A personal note from Brandon's manager:
Brandon exemplifies unwavering consistency, achieving exceptional results year after year. His dedication to prioritizing clients' interests above all else sets the bar, ensuring tailored solutions meet each individual's unique needs and long-term goals.

Anita Gozali
2 x MDRT Qualifier
"You don't have to be perfect- just persistent! Even slow progress is a progress"
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A personal note from Anita's manager:
With 19 years of experience and a 2-time MDRT achiever, Anita is a caring, dedicated, and trustworthy financial planner. Known for treating clients like family, she builds deep, lasting relationships rooted in genuine care and responsibility. Her service-oriented approach and unwavering commitment make her a valued advisor and a pillar of strength to those she serves.
"You don't have to be perfect- just persistent! Even slow progress is a progress"
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A personal note from Anita's manager:
With 19 years of experience and a 2-time MDRT achiever, Anita is a caring, dedicated, and trustworthy financial planner. Known for treating clients like family, she builds deep, lasting relationships rooted in genuine care and responsibility. Her service-oriented approach and unwavering commitment make her a valued advisor and a pillar of strength to those she serves.

Benjamin Cheng
4 x MDRT Qualifier
“Be good at what you do, and do good in what you do.”
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A personal note from Benjamin's manager:
Benjamin is a dedicated and principled financial planner who treats his work as a calling. His commitment to continuous learning and delivering strategic guidance makes him a valued advisor who consistently goes above and beyond to help clients achieve financial peace of mind.
With more than 13 years of experience in financial advisory and a strong client-first mindset, he builds trust through care, integrity, and deep understanding, achieving multiple MDRTs in his career.
“Be good at what you do, and do good in what you do.”
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A personal note from Benjamin's manager:
Benjamin is a dedicated and principled financial planner who treats his work as a calling. His commitment to continuous learning and delivering strategic guidance makes him a valued advisor who consistently goes above and beyond to help clients achieve financial peace of mind.
With more than 13 years of experience in financial advisory and a strong client-first mindset, he builds trust through care, integrity, and deep understanding, achieving multiple MDRTs in his career.

Veralyn Chin
1 x MDRT Qualifier
"Love what you do. Build genuine relationships. Be the difference they remember."
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A personal note from Veralyn's manager:
This milestone is a testament to her unwavering dedication, resilience, and commitment to excellence in the financial industry. Through a relentless work ethic and a client-centric approach, she has consistently delivered outstanding results while upholding the highest ethical standards. Beyond personal success, she has inspired the team with her collaborative spirit and drive for growth - you are an inspiration to us all!
"Love what you do. Build genuine relationships. Be the difference they remember."
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A personal note from Veralyn's manager:
This milestone is a testament to her unwavering dedication, resilience, and commitment to excellence in the financial industry. Through a relentless work ethic and a client-centric approach, she has consistently delivered outstanding results while upholding the highest ethical standards. Beyond personal success, she has inspired the team with her collaborative spirit and drive for growth - you are an inspiration to us all!

Khoo Li Zhen
1 x MDRT Qualifier
"Amplify client’s “I love my family and myself” into action with trust, knowledge and confidence.
Allowing their future self to thank them for the actions done today."
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A personal note from Lizhen's manager:
Lizhen is a dedicated and composed adviser known for her sincerity and commitment to her clients' best interests. With her strong industry knowledge and experience, she ensures each recommendation is thoughtfully tailored. A dependable team player, she consistently prioritises trust and clarity in her client relationships.
"Amplify client’s “I love my family and myself” into action with trust, knowledge and confidence.
Allowing their future self to thank them for the actions done today."
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A personal note from Lizhen's manager:
Lizhen is a dedicated and composed adviser known for her sincerity and commitment to her clients' best interests. With her strong industry knowledge and experience, she ensures each recommendation is thoughtfully tailored. A dependable team player, she consistently prioritises trust and clarity in her client relationships.

Michelle Howell
1 x MDRT Qualifier
"Empowering you to achieve your financial goals with clarity, confidence and expert guidance every step of your way"
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A personal note from Michelle's manager:
She manages every client's wealth with integrity, strategy and unwavering attention to detail as if it is her own.
"Empowering you to achieve your financial goals with clarity, confidence and expert guidance every step of your way"
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A personal note from Michelle's manager:
She manages every client's wealth with integrity, strategy and unwavering attention to detail as if it is her own.
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