a different financial planning experience
Opening hours
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Sunday
Day off
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Monday
10:00 AM - 8:00 PM
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Tuesday
10:00 AM - 8:00 PM
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Wednesday
10:00 AM - 5:00 PM
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Thursday
10:00 AM - 3:30 PM
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Friday
Day off
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Saturday
10:00 AM - 4:00 PM
About the company
Our team prides ourselves in delivering a different financial planning experience for our community by empowering people to make better financial decisions for themselves in the wealth and legacy planning through a systematic approach. Book a session with us to have a different financial planning experience for yourself!Authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G)Our team
Sharleen
a different financial planning experience
Track
Sharleen
Top services
Let's get connected!
45 min
For collaborations and open discussions.
a different financial planning experience
Track
Let's get connected!
Financial Diagnostics
60 min
There needs to be an architectural plan before a building is built. Similarly, when we build our financial future, shouldn't there first be a financial blueprint? We will deep dive into your life's goals and dreams, understand you
a different financial planning experience
Track
Financial Diagnostics
Wealth Planning
60 min
There are many financial instruments in the market but what might suit someone else may not be suitable for you. Before you jump into the next investment you hear people talk about, speak to us about your Optimal Investment Ratio and understand your
a different financial planning experience
Track
Wealth Planning
Legacy Planning
60 min
A financial plan is not complete without a proper distribution plan. Having a will requires a more detailed planning process of which most people are not aware of. Speak to our team of Certified Associate Estate Planners today to know the important t
a different financial planning experience
Track
Legacy Planning
Insurance Planning
60 min
Review your insurance coverage with us over a 60min session.
a different financial planning experience
Track
Insurance Planning
Reviews
3 reviews
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Loei Derek
10/18/2021, 6:58:12 PM
Sharleen, AIA
"I like the holistic approach and that Sharleen uses simple laymen language to explain the financial terms and after I have my financial blueprint I was able to gain much clarity on my retirement goal. She is also unlike a typical sales person as she dares to be honest with me, without sugar coating some of the hard truths. I was very much pleased and encouraged after the session!" , Derek, 39, Landscape Architect
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Barry Ouyang
10/18/2021, 10:44:58 PM
Heartfelt approach to mentoring
Since i joined the financial industry 7 years ago, Sharleen has showered us with tons of love and compassion, servant leadership at its best, everything she conveys is brought forth truly with a heart of gold. Effort 100% is how everyone will feel when they deal with her. All in all, a leader who serves with heart and sets precedence for all who follows.
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J T (hELlOtHerE)
10/20/2021, 6:35:26 PM
Sharpen, AIA
“Sharleen’s very different in her advisory processes compared to those I have seen before. She is also able to make complicated financial concepts very simple to understand for a layman. I was able gain new insights I didn’t know before the consultation. She is also very open and transparent in her communication and does not sugar-coat what she says. Most importantly, I like that she is focused on relationship building and not transaction-focused like many others.” – Justin, 27
