Before We Meet
I'll review any info you shared and prepare a simple agenda. If you have existing policies, feel free to bring them—but no homework required.
Let's talk money—without the awkward sales pitch
Book a free 30-minute chat at my Tanjong Pagar office or over Zoom. We'll look at where you are, where you want to be, and whether I'm the right fit to help you get there. No pressure, no obligation.
CFP certified • 8+ years • Solo practitioner
During Our Chat
We'll talk about your goals and concerns. I'll explain options in plain English. You can ask "dumb questions"—there aren't any.
Afterward
You'll get a summary of what we discussed. Take time to think it over. I'll follow up once, gently, and leave the ball in your court.
Find me in Tanjong Pagar
144 Robinson Road, #08-01
Singapore 068908
3-minute walk from Tanjong Pagar MRT (Exit C)
Office Hours
Mon–Fri: 9:00 AM – 6:00 PM
Saturday: 10:00 AM – 2:00 PM (by appointment)
Sunday: Closed
My office is wheelchair accessible. If you have specific needs, mention them in the booking notes.
Tanjong Pagar
Located in the heart of Singapore's CBD, easily accessible via MRT and surrounded by cafes for post-meeting reflection.
Why work with a solo advisor?
I'm not a big agency with quotas to hit. I don't have a sales manager breathing down my neck. What I do have is time to listen, CFP credentials to back up my advice, and a genuine interest in helping you make sense of your options. When you book here, you're booking me—not a junior associate.
Sarah