Joshua currently manages over $200K of his clients’ assets. He specialises in guiding millennials and families in making financially-sound decisions along different life-stages.
Well on his way to achieve the prestigious Chartered Financial Consultant (ChFC) certification, Joshua aims to be among the privileged 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.
The unique entry into financial planning has given him an advantage by understanding the woes of Millennials today. He guides his peers navigate their way towards financial independence, and all the while still ensuring that they can still live to a comfortable measure of a lifestyle as before.
Today, he is an avid investor and managed his portfolio through tactical asset allocation even through the recent crisis in 2015 with the Yuan devaluation, slumping oil prices and Brexit caused global markets to be in turmoil. His portfolio gives him a high positive return. He believes in only recommending solutions that he has invested in. His timely responses and high level of accountability reassure his clients that their monies are well taken care of.
Often commended by his clients to be a keen-listener, Joshua takes time to understand them before making his recommendations. He often goes the extra mile to ensure his advice are time-tested, appropriate, and sustainable, even if he were not profiting from it.
Joshua spends his free time reading, taking photo-walks, as well as doing mission work running education and feeding programmes in Cambodia.
Read about his clienteles’ experiences who have benefitted from his advice.