MyAdvisor - Financial Advisor

WhoBenefitsMostFromMyApproach

Whether you're managing wealth, rebuilding after change, or just starting your financial journey — this approach is for people who want clarity, confidence, and a more mindful relationship with money.

High-Net-Worth Individuals (HNWIs)

I have complex financial needs and require expert advice to manage and grow my wealth effectively.

Nearing Retirement

As I approach retirement, I’m increasingly anxious about my financial readiness and whether I’ll have enough to maintain my lifestyle.

New to the Workforce

I’ve just started my career and I’m trying to balance student loans, saving for a home, and planning for retirement—all at once.

Busy Professionals

I have a substantial income, but I simply don’t have the time to navigate the complexities of financial planning.

Divorced or Widowed

I wasn’t used to managing finances on my own—now I need to take control, and I want to do it right.

Young Dual-Income Families

We’re building our future together. How can we ensure our children’s future is just as secure as ours?

Small Business Owners

I need expert guidance to manage both my personal and business finances in a way that supports long-term success.

Retirees

Now that I’ve retired with a substantial nest egg, I want to ensure it lasts for the rest of my life—and leaves a meaningful legacy.

MyServices

We go beyond budgeting to explore your emotional triggers, financial history, and long-term goals. Together, we’ll build a plan that feels clear, sustainable, and aligned with your life vision

Retirement & Financial Planning

Feeling unsure about retirement? We help you understand how your Central Provident Fund (CPF) or pension supports your future. Together, we’ll build a clear, goal-aligned plan for financial peace of mind.

Wealth Management & Portfolio Advisory

Your finances deserve a personalised approach. We tailor portfolios to your goals, risk profile, and lifestyle—with expert advice, research-backed insights, and proactive rebalancing.

Financial Planning for Foreigners in Singapore

Navigating life in Singapore as a Foreigner ? We specialise in cross-border financial strategies to support your goals—whether you stay, return to your country, or move elsewhere.

Tax Optimisation

Maximise your wealth with custom tax strategies that minimise liabilities and align with Singapore’s complex tax rules—keeping your long-term goals in focus.

Education Planning

Secure your child’s future with tailored plans for global education costs. We help you stay prepared, so their dreams stay within reach.

Wealth Protection

Protect your family with smart, global insurance solutions that adapt to your needs—ensuring security and peace of mind through every stage of life.

WhatClientsAreSaying

These testimonials reflect more than just financial wins — they speak to mindset changes, emotional relief, and long-term confidence. This is what happens when financial guidance meets human understanding.

I was worried I had started too late with retirement planning, but Mandy’s expert guidance gave me hope. She helped me make smart investment choices and reviewed my retirement strategy thoroughly. Thanks to her, I feel more secure about the future than I have in years.

Alain B.

CEO / Managing Director

I met Mandy through a close friend’s introduction. I am glad to have Mandy assist me with the financial planning. She is very patient, focused and objective during the consultations. Mandy is a very experienced and helpful financial advisor. Most importantly, she is genuine when dispensing her advice and not pushy on products. There is no pressure and this is very good for me as her client. Overall, I have a great experience with Mandy as my financial advisor. Thanks Mandy!

Jasper L.

Senior Officer

Mandy has been an invaluable asset to my company in her role as our Investment Advisor. Her deep expertise, strategic insight, and meticulous approach have significantly strengthened our investment portfolio. Under her guidance, we have consistently achieved strong returns and made well-informed decisions that align with our long-term objectives. Mandy is not only highly knowledgeable in financial markets but also proactive in identifying new opportunities and mitigating risks. We greatly appreciate her dedication, professionalism, and the tangible results she has delivered. She is a trusted advisor and a key contributor to our financial success.

Winnie L.

Managing Director

I have had the privilege to receive advice from Mandy with regard to my investment and health insurances. She took time to explain different options for the schemes without any bias towards a particular one, explaining pros and cons of each one them. She was very flexible to adapt meeting timings accordingly to my work schedule. I wish Mandy all the best and I am sure she will be of great help to others on financial advisory.

Amit S.

System Analyst

We would like to express our heartfelt thanks to Mandy, who my wife and I find to be sincere, attentive and very understanding of our investment needs. From the start, Mandy has shown her dedication and willingness to understand our needs and expectations before working on a customised plan to help achieve our goals. It’s clear that Mandy has genuine care of helping others around her!

Jason A. & Christine N

Regional Merchandising Manager & Admin Manager

We had a wonderful experience working with Mandy for our life insurance planning. She was incredibly professional, thorough, and genuinely cared about helping us make informed decisions for our future. Mandy took the time to understand our goals, answered all our questions with clarity, and provided personalized guidance that made the entire process smooth and reassuring. We’re grateful for her expertise and highly recommend her to anyone seeking financial counselling

Germain D.

Associate Director

Mandy is a most reliable and diligent financial advisor —always ahead of the curve with suggestions and quick to address my concerns. Her explanations and strategic insights on financial products and funds gave me confidence in my investments. Mandy combines professional knowledge with genuine care for her clients' success. I highly recommend Mandy to anyone seeking a knowledgeable, diligent and client-focused advisor who delivers result

Jai

Technology and Cyber Risk Management

I was skeptical of financial advisors after a bad past experience, but Mandy completely changed my perspective of financial planning. She genuinely cares about your future, like a trusted family member who only wants the best for you. Mandy is never pushy and always prioritizes your comfort and goals. I’m so grateful to have her !

Roy Tan

Relationship Manager (Private Bank)

Mandy跟我就我的财务状况和需求进行过详细的沟通, 深入分析。并在之后为我量身订制了理财计划，向我展示了理财产品是如何增值的，并耐心解答我的所有问题，替我安排各种手续, 节省了我不少精力和时间. 建立合作之后她依然继续跟进, 跟踪基金表现，非常负责和专业.

Qi Xiao

Mandy is an awesome person with great character! She gave me her honest advice to certain products and have my best interest at heart. She is trustworthy and very responsive with top notch service!

Germaine

Grand Club Assistant Manager

I know Mandy through a mutual friend, at first I was skeptical, but we set up a meeting and she goes through everything that I need to know about my finance and insurance plan and answered all my questions and more than many times helped me understand better when I am clueless about certain issues when problems came. She is very understanding, caring and very importantly not pushy but more like a friend that you can confide in. She makes me very comfortable in every way you can ask for in a financial consultant, and a friend you can turn to as she will go through great lengths for you to help you. I am usually a introvert but if I like Mandy a lot, you will too.

Alison H.

Chef

WhereFinanceMeetsMindfulness