Scott's specialism04CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.
REP NO. TYC100042031Executive Wealth Managers · Affinity Group
Executive Wealth Manager
Scott brings 26 years in the financial services industry to his clients — including 14 years in a corporate role within the same industry, a combination that gives him an unusually broad view of both individual and business financial needs. An Executive Wealth Manager who achieved Court of the Table recognition in 2010, his philosophy is simple: build a strong financial foundation before planning for the future. By first understanding and managing risks such as medical expenses and income disruption, he helps clients move from uncertainty towards greater financial confidence. Scott focuses on both Personal Financial Planning and Corporate Solutions, guiding individuals, families and business owners through their evolving financial needs with a practical, risk-focused approach.
“Build a strong foundation before you plan for the future.”
In Scott's words
Credentials & recognition
Scott's designations and industry honours — every one of them earned since starting in 2000.
Million Dollar Round Table
Court of the Table · 2010In Scott's words
I became a financial adviser because I believe good financial planning should help people move from uncertainty to confidence. My role is to guide clients through the different stages of their financial journey — from building a strong foundation and protecting what they have, to planning for future goals and working towards long-term financial freedom.
A sound financial plan should begin with risk management before wealth building. Before planning for future goals, I work with clients to understand the potential financial impact of unforeseen events — particularly medical expenses and the loss or disruption of monthly income. Once those foundations are strong, we can build a longer-term plan around the client's priorities, lifestyle and aspirations.
Areas of advice
How we can help
Scott specialises in retirement planning, and is backed by specialist pathways across the branch for everything else.
Scott's specialism04CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.
01Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.
02Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.
03One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.
05Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.
06Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.
More of the team