Meet Our Financial Consultants

With over 25 years of experience in the industry, Ian is driven to help Individuals find financial security for the benefit of themselves and their loved ones. In the current global climate, he understands the importance of having one’s financial affairs taken care of. As an accomplished Certified Financial Planner, he provides his clients with the security and assurance needed to take that step towards financial growth.

Ian provides quality Life Assurance options as a means of safeguarding the future of his clients and their loved ones. With access to an extensive range of platforms, he ensures that his clients receive expert financial advice in the areas of Investments, Savings, Protection, Retirement Planning, Mortgages, and Tax efficient compliant structures for American, Australian, and British Expats.

Deepak moved to Singapore as an expat over 11 years ago, and came to realize firsthand how important it is to maximize your personal financial needs, now and in the future.

This is what led him to center his career around helping Singaporean’s and Expats to be correctly educated on their financial options.

Deepak is very passionate about helping people realize that the obstacles they may face in trying to make the most out of their financial circumstances can be overcome by taking advantage of the honest and unbiased options that he can provide.

His aim is to make sure that people are not misled with the vast amount of information around them, by providing sound financial advice and maintaining long-lasting relationships with his clients.

Jarrad is the trusted Australian Expat Financial Planner in Singapore. Having moved from Australia as a fee-based financial planner to Singapore, he has seen the challenges that expats face when it comes to finding transparent and flexible solutions for their own financial affairs. This is particularly true for Australian expats living and working in Asia. Jarrad was also recognised as the Advisor of the Year for Pan-Asia in the WealthBriefing Annual Awards 2023.

Jarrad is an experienced Australian-trained and qualified, Fee-Based Financial Planner here in Singapore, providing comprehensive financial plans and reviews for both Australian expats and other nationalities, as well as local professionals. His experience as a financial planner in Australia and his Australian partnerships allow him to consider his clients’ offshore and onshore strategies when providing Australian expats with financial advice.

He focuses on building and nurturing long-term relationships with his clients to provide trusted and personalised advice. He is also a passionate supporter of the community having been awarded a Paul Harris Fellowship from Rotary and the Citizen of the Year Award in Western Australia.

Jarrad has specialist expertise on Australian superannuation, general tax issues and considerations for Australians, and other areas which can impact saving and investing in both Australia and Asia. This ensures that his clients are making the most of their time offshore and achieving their financial goals, as well as ensuring safe and seamless repatriation to Australia.

Rohit is a firm believer – A GOAL WITHOUT A PLAN IS JUST A WISH SO PLAN NOW BEFORE IT’S TOO LATE.

He provides his clients with the best possible financial advice and guidance to allow them to make the most of their money. He works closely with his clients to find the right products and financial strategies to achieve their goals be it retirement planning, kid’s education fee planning, Pension Transfers (SIPP), CPF & SRS investments, insurance protection, investment, or a pre-determined investment goal that his clients may have.

In his free time, he loves to run around the island, play squash and explore nature.

During his stay in Singapore, Tim has not only seen the difficulties that expats face, with regard to finding straightforward and flexible answers for their own particular financial circumstances, but he has experienced them firsthand in the South-East Asia market.

Singapore is a great platform for working professionals, as there are numerous financial advantages that are accessible for expats. Tim concentrates on building and enhancing long-lasting relationships with his clients, providing trusted and custom-made advice, and guaranteeing a better wealthy lifestyle offshore.

A few years ago, Daniel decided to give up his corporate work to engage in the financial advisory field and help fellow expats to deal with current and ongoing challenges, opportunities that come with being an expat and the reason that he took up a foreign posting in the first place.

Daniel believes that the way forward for all expatriates is to have a basket of assets.  His work in wealth management is to help to plan and manage this basket of assets,  prepare them for the years ahead as expats and prepare for their return to their own country for retirement, or maybe a tropical paradise somewhere instead.

Daniel has seen a lot over the course of his time living and working in foreign countries. A lot of advice on what to do and what not to do when it comes to Finance.  Daniel completed a full-time Master of Business Administration (MBA) at the University of Technology, Sydney and a Master of Financial Planning.

Give him a call, happy to chat about your needs