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

Leon Goh

Financial Advisory Manager
MAS Rep No. GWY300064384

My Specialities
  • Retirement Planning
  • Investment Advisory
  • Life Insurance Advisory
  • General Insurance
  • Estate Planning
  • Sophisticated Investors

Click here for the full list of my specialities >>

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About Me

Graduated from University of London, Leon Goh joined the Wealth Management Industry in 2011.

Well-versed in the areas of investments and insurance as well as personal/corporate loan advisory, Leon is able to provide holistic financial planning to his clients by creating unique strategies and solutions to achieve their intended objectives. Many Small and Medium Enterprise owners have benefited from his unorthodox solutions for businesses’ succession or exit plans.

Being the first on iFAST Platform to advise ultra-HNWI and their families who are intending to relocate their businesses and families here in Singapore through the Global Investor Programme, Leon has the necessary experience to advise Expatriate and their family.

Leon also advise corporations on talent retention schemes and pension schemes.



My Specialities

Retirement Planning
• Cash Flow Planning
• Assets Optimization
Investment Advisory
• Cash Management
• Strategic Asset Allocation
• Tactical Asset Allocation
• Portfolio Construction
• Portfolio Implementation
• Portfolio Monitoring
Life Insurance Advisory
• Liquidity Planning
• Asset Protection & Preservation Planning
• Wealth Creation & Transfer Planning
• Family Legacy Planning
• Philanthropic & Charitable Legacy Planning
• Business Key Person Planning
• Business Continuity - Succession Planning
General Insurance
• Business Risk Management Planning
• Corporate Employee Benefits Schemes
Estate Planning
• Will
• Trust
• Lasting Power of Attorney (LPA)
Sophisticated Investors
• Private Banking
• Global Investor Programme (GIP)


Educational Qualification
  • Bachelor of Sciences with Honours (Banking & Finance)
  • Diploma in Accounting and Finance, Temasek Polytechnic
Professional Qualification
  • Associate Wealth Planner (AWPCM)
Awards/Recognition received
  • Financial Alliance Quality Class (Eminence Class), 2014
  • Financial Alliance Quality Class (Prestige Class), 2013 & 2015
  • Top New UT Award 2014 – Top 5
  • iFAST Global Adviser Symposium – Top Qualifying Adviser 2014