Jason is a Senior Financial Consultant at Alpha Private Wealth Advisory (APWA).
His journey with wealth management started with his pursuit of excellence through the rigorous Chartered Financial Analyst (CFA) program. His dedication and perseverance culminated in the successful completion of all three levels, earning him the prestigious CFA charter. This achievement not only fortified his knowledge but also instilled in him a profound understanding of wealth management tailored to the needs of individuals.
Drawing upon his extensive expertise on financial planning and investment management, he works closely with clients from the Mass Affluent market to HNW to deliver personalised financial advices that align with their unique financial goals and aspirations.
Jason's approach is characterized by meticulous attention to detail, transparency, and ability to explain complex investment concepts and unbiased financial advisory in an understandable manner. He has a steadfast dedication to client satisfaction and takes pride in building long-lasting relationships built on trust and mutual respect.
Here’s the thing, if you're reading all the way to this point, it means you're looking to start, or may already be doing your personal financial planning and investing in various capacities.
So, before I share my story, I like to ask if you would like to have a basket of income generating assets suffice to pay for your bills, living expenses, have not much worries for your daily purchases in the future. I certainly did, and I like to confess that I struggled badly back then as I googled for scattered information on the web in the hope of piecing them together to find the right answers. With hindsight, I wished I had someone guiding me hand in hand through my own journey.
Put it in another way, let’s say we all need to cross the river to reach our financial goals. To cross this river, we could either start building a boat by ourselves. Or we could borrow a boat first to cross it. Obviously, making a boat requires more capability. Therefore, the wiser people are not those who are capable, but those who knows how to borrow others’ strength to cross this river to the other side. Or one could choose to stay enthusiastically making that boat their whole lifetime with no results. These people wasted their life and money, Lastly, they forget to cross the river.
Either way, I hope all get to experience the importance of a holistic financial planning and investment management with a Total Portfolio Advisory© (TPA) approach. Today, I have succeeded in getting a good grasp of my own financial situation, created a diversified portfolio, and is making progress towards reaching my own financial milestones.
Two decades of military life instilled within me the interpersonal intelligence to understand the unique needs of others. These attributes, combined with my financial expertise derived from the CFA program, positions me with confidence to provide you with personalized financial advices to shape your journey towards your own milestones.
I’m also a self-proclaimed YOLO, and I want to achieve success through purposeful work in my life. Guiding clients to reach their financial milestones add meaning to that work. I also believe that success is a marathon. it doesn’t matter where we start from; it only matters where we end at. So, I’ll urge you or anyone to take that step to connect with a credible financial planner today. Why today? Because in #financial planning 101– it is now or never.
Adrian graduated from University of Newcastle with a Bachelor Degree in Mechanical Engineering
Some of his notable accolades are:
• Qualifier of AXA Signature Club 2022, 2021
AXA Signature is the epitome of best-in-class professionalism by Financial Services Representatives embodying value Customer-First in financial services and advice. This is an exclusive club that accredits Financial Planners who have been with AXA for at least 2 years with good business quality consistently, in recognition of the highest standards of professionalism and compassion to customers
Alpha Private Wealth Advisory
City Square Mall, 180 Kitchener Road, #09-01, Singapore 208539, Singapore
Alpha Private Wealth Advisory is an authorised group of Financial Adviser Representatives from
Alpha Wealth Financial Advisers Pte Ltd.
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