30 Years of Experience
Investment Professional
Director at Pioneer Insurance Brokers (Wealth Management)
Since 1990, I’ve been providing Professional Financial Planning services to Individuals and Corporate clients from Hong Kong, Dubai, Thailand, India among other places. From Strategic Financial and Legacy planning to Savings, Retirement, Asset Protection,Pensions and Investments. My focus is always on building an efficient and results-driven relationship which has been my secret to building large and diversified client base and portfolio.
I’ll work with clients to create bespoke solution to create a customized plan of action for yourself and your Family. The idea is to keep it SIMPLE.
I bring with me a track record of profitable relationships having worked with Zurich Life Insurance Co. for 11 years, Dubai and has been a part of Pioneer Insurance Brokers (Wealth Management Division) for the 13 years.
- A Life Member of The Million Dollar Round Table
- Holder of ICFA from Chartered Insurance Institute , UK .
My core capability is to sit down with individuals & corporates and work with them to create a successful & diversified portfolio of Asset Protection and Investments.
Helping clients grow their wealth is what I specialize in.