My approach to personal finance is very simple–freedom.
Money is so funny. No matter how much you have, people often feel guilty for spending it. I want to show you that life doesn’t have to be limited by money. But with good planning, your options in life can be limitless. You can buy that bag, and take that spontaneous holiday – AND feel good about it! Because wealth isn’t just about buying more. It’s about buying well too.
Oh also, because I come from a creative background, I like to think I have a knack for breaking down complex financial jargon into simple and interesting concepts. Life is complicated enough as it is – but your personal finance doesn’t have to be!
Scroll down for testimonials.
Timothy Wong, Real Estate Undergraduate from National University of Singapore
He is fastidious in his work and is always prompt to reply any enquiries I may have for him. As a client, I feel a sense of assurance that my assets are managed by a transparent and able guy such as Oscar…
Natalie Yong, Operations Executive at Flash Laundry Pte Ltd
As a friend and as my advisor he has always reached out to ensure that I was doing okay, and to check if I am on track. He constantly reassures me that I have nothing to worry about. I do feel better when there’s a professional looking out for me and it really helps that he has always put my situation and future plans as the priority…
Nicole Chua, Business Development and Marketing Associate at Revolution Singapore | BBA at National University of Singapore
He has been very patient and helpful to get me started on both a savings plan and an investment plan, and has been consistent in delivering quality financial advice since…
Felicia Foo, Learning Facilitator at Rainbow Centre
I would say this consultant is immensely talented and all rounded hahaha. I’ve come to know that Oscar not only helps people to plan their finances, he can also play the guitar and take good photos…
Joan Hailey Chua, Architectural Associate at BOIFFILS Singapore
Today every consultation with Oscar is mellow & witty, like having coffee with an old friend. Take some time out for a cuppa with Oscar, I assure you it will be a fruitful insight to wealth management…
Valerie Yeo, MSc Development Studies/Strategy Consultant
He's straightforward and friendly. I find myself able to trust him and his advice easily. You know he's looking out for your interests really and not just keen to make money…
Jackie Tan, Technical Specialist at Apple
Oscar is a very dedicated person with a strong fighting spirit. He will find ways to get things done where things aren’t going to way you wanted to. At least that was what I felt when I met him in Basic Military Training Center School 4 during our NS days as instructors. His biggest strength is how genuine he is to people and someone who is really doing something to benefit others first…
Brandon Ong, Architectural Associate at BOIFFILS Singapore
For people who are on the fence, arrange a session with him, observe the stuff he wears, use, consume, and ask him about it. The way he spends will inform you of the way he manages his wealth, and subsequently your wealth…
Josephine Ng, Interior Designer at HBA/Hirsch Bedner Associates
His excellent communication skills allow him to bring his presentation across in a creative way by using simple graphs & diagrams to ensure his clients fully understand the presentation…
Terrence Chua, Public Relations Associate at MSLGROUP
Oscar has a knack of being able to simplify intricate financial jargon into layman's terms – something I really appreciate as someone who struggles with these technicalities…
Jacinth Ong, Freelance Videographer
He listens intensively and gives advice to what is suitable for my situation and also listens to whatever worries or feedback I give. Often times we end up talking as friends instead of just having a business conversation which is something I appreciate…
Joanna Yeong, Marketing Manager for Little Farms
He was patient while seeking to understand your current financial situation. He took the time to follow-up my financial portfolio to make sure I’ve the adequate coverage I need for my health, life and other prospects…
Nathaniel Lim, Video/Photographer at Nathaniel Lim Studio
Having invested with his selected mutual fund with more than a year now, the returns have been much more than what I would have gotten from other financial advisors…
Ariele Ng, Freelance Designer
He was honest, straight-forward and considerate of all my concerns in advising me as a rookie. As a wealth management consultant, he is confident and adept at his work. As a friend, he is a genuine, caring and thoughtful person…
Jennifer Sumargo, Software Engineer at Ufinity Pte Ltd
He also took extra steps to really know you better. He is friendly and will truly listen to you. Just try having a small conversation with him and you’ll know 😌…
Jessica Emily, Designer & Researcher at Duet Design
He will make the effort to slowly explain and break down subjects about financial matters. Apart from being professional in that, I find that Oscar is very multi-talented and creative too - which is a good balance of skillset…
Jonathan Ha, Creative Content Specialist at Olympus Corporation of Asia Pacific SSD
You might be sceptical about the financial talks with agents but personally, for me, it’s more like a friendly coffee chat with Oscar. Just an hour with him, you might have a clearer understanding on financial planning…
Stephanie Quek, Strategic Partner & Founder of Brick & Pollen
I appreciate that he invests time into getting to know his clients on a personal level, so that he can consider their current circumstances together with their future goals before…
Tristan Lim, Part-Time Lecturer at Lasalle and Media Artist at Creative Technologist
Maintaining a friendly relationship is his top priority when it comes to his consultancy. A point for people hesitating to start a financial planning journey with him is that he will always see you for you as a person, rather than just another client...
Shawne Koh, Filmmaker at Shawneydepp
As a creative, I used to shun away from anything financial related as it can be something that is daunting and hard to grasp. I’m glad Oscar reached out to me at a time when I felt somewhat ready to put my money somewhere else other than the bank and during our conversations…