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Why Choose James?
- My mission statement is to help and be a blessing to people
- Dedicated to giving wise and appropriate financial advice
- Personal guarantee to never recommend a product for the purpose of increasing commissions
- Backed by close to 10 years of business experience and planning know-how
- Supported by arguably the largest independent financial advisory in Singapore
- Committed to serving and assisting clients in our financial matters
- If I do not know the answer, I will say so
- But I will definitely find the answer
Always in your best interests
Financial Consultant
Helping you be prepared
4 Lessons learnt from the Co-Founder of Blackstone
Reflections in this post is taken with reference from a very interesting article about the beginnings of Stephen Schwarzman, the Co-founder of the world's largest alternative investment firm, Blackstone.
Inspirational and educational movies for your kids to watch
List of movies I would highly recommend to watch with your family and kids to inspire and teach them some life lessons.
6 interesting facts about your CPF you may not know
As part of my job, understanding how our CPF system works is crucial in strategizing financial plans for my clients. I am also privileged to work with clients who work in CPF and IRAS, and [...]
4 reasons why you must know your expenses (template included)
Having met hundreds of people and clients, and helping them gain visibility of their financial state, it is surprising to meet a fair share of people who still have no idea what their numbers are. [...]
What you need to know about the change in critical illness definitions on 26 Aug 2020
If you don't already know it, you should. There will be a major change in how insurers define various critical illness conditions for all life (wholelife and term) policies from 26 Aug 2020, which is [...]
COVID-19 stimulus package noteable points
Our minister of finance, Mr Heng Swee Keat, just announced one of the largest stimulus package in recent days to help boost the economy and help workers and businesses through this challenging COVID-19 crisis. Here is a summary of the more prominent points affecting the most people:
How is Careshield different from Eldershield and what are my options?
Most important changes in your Eldershield plan to the new Careshield plan summarized and explained.
How much have prices and costs really risen in Singapore?
A common question by clients I meet is how much inflation do we need to factor in when planning for the future.
Celebrating small successes: Post-hospitalization claim
Immeasurable pockets of satisfaction. Helping to ensure that clients actually benefit from all the planning that I always emphasize is critical. Post hospitalization coverage that many do not realize they have planned for.
Turning 40 – How Does CareShield Life Affect me?
What exactly is Careshield Life and how does it affect me?
Mandatory 5% Co-Payment for Integrated Shield Plan Holders is a Good Thing for You
For those who have not already heard, the Ministry of Health has just passed a new bill that mandates all Medishield plan owners to bear part of the costs of hospitalization and treatment, 5% at [...]
Todayonline: Health crisis can strike anytime, insurance policies are ‘non-negotiable’
Honest real sharing of someone who has been on the receiving end of some of our worst fears and came out alright all because of what she chose to invest in.