This is the first and most important Pillar of Wealth. Without adequate protection, you will be vulnerable to the nasty effects of one or more chance misfortunes, which will cause you to suffer unnecessary and tremendous financial losses. Our planning helps to reduce the negative impact of unplanned misfortunes and ensure that your lifestyle remains unaffected as much as possible thereafter.view more >>

The second Pillar of Wealth analyses your general financial health, such as cash flow and debt position. A net positive cash flow with no overcommitted liabilities is considered healthy. We will advise you how to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.view more >>

The third Pillar of Wealth drives you towards meeting your long term financial objectives through accumulation. In Singapore, the two most common needs are Retirement Funding and Children Education Funding. We will help you develop a realistic and achievable program to meet these needs.view more >>

The fourth Pillar of Wealth maximises the growth potential of your assets. We help you develop an investment program that is appropriate to your unique situation, yet will grow at a rate you desire. With the help of our proprietary tools, you stand a better chance of enhancing your investment return, thereby fulfilling your long term financial dreams.view more >>

This fifth and final Pillar of Wealth looks at preserving and distributing your estate. The only certainty in life is that it will not last forever. We will help you develop an effective and efficient estate plan so that your legacy will be well preserved and distributed according to your wishes.view more >>

  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

Johnny Soo

Financial Advisory Manager
MAS Rep No. SHP100089254

My Specialities
  • Wealth Protection
  • Wealth Maintenance
  • Wealth Accumulation
  • Wealth Enhancement
  • Wealth Distribution

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About Me

We understand you have worked hard to accumulate your wealth and will always be looking for responsible ways to build and grow your wealth. We will help you do just that every step of the way!

Achieving your financial goals is not about a hot investment tip or a smart trade. Instead, it requires a disciplined and systematic approach to investing.

Our top priority is to understand you and map out a sound financial plan that you can rely on even when short-term concerns threaten to cloud your judgment.

We will help you keep your financial plan updated, be it for your retirement, funding your children's education or just simply your lifestyle needs, and reinforce your commitment to build a financially secure future for you and your family.

We believe that no single product can help you achieve the wealth you desire. What we do is to represent you in identifying your exact needs. We then look for "best-of-breed" solutions across a wide range of financial products and services available.

Many of my clients value my commitment and service. Constantly, they grant me referrals to their friends and loved ones. I hope I can be of service to you too.

At this point, you may be thinking of reviewing your financial goals. If that is your intention, please contact me so that I can reach you for a discussion.



Educational Qualification
  • Diploma in Sales & Marketing
Professional Qualification
  • Associate Financial Consultant (AFC)
Awards/Recognition received
  • Financial Alliance Quality Class (Merit Class), 2012