Joshua currently manages over a million of his clients’ assets. He specialises in guiding millennials and families in making financially-sound decisions along different life-stages.
Being conferred the prestigious Chartered Financial Consultant (ChFC) designation from the American College of Financial Services, he places amongst the few holders to be recognised as Gold-standard Financial Planners who are equipped in areas of Risk Management, Investment Planning and Estate Planning, amongst others.
Joshua himself was a beneficiary of financial planning, which completely revolutionized his life. Earlier on in his life, he lived from paycheck to paycheck with barely anything in his bank account and through a personal conviction to set things right, he amassed a five-figure sum in just nine months through disciplined saving learning tried-and-tested financial concepts. Due to this personal experience, Joshua is extremely driven to provide adequate financial planning to everyone he meets. During this process, he will assist his clients in navigating their way towards financial independence, while ensuring that they can still live a comfortable lifestyle as before.
In addition, Joshua has been regularly invited as Speaker in more than 30 companies throughout his career, in order to achieve his goal of raising Financial Literacy. His clientele ranges from Executive Professionals to Senior Management, tailoring Financial Plans around each individual. His timely responses and high level of accountability reassure his clients that their monies are well taken care of. He often goes the extra mile to ensure his advice are time-tested, appropriate, and sustainable.
Joshua spends his free time reading, taking photo-walks, as well as doing mission work running education and feeding programs in Cambodia.
Read about his clienteles’ experiences who have benefitted from his advice.