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Helping you plan a bright future!
Helping you plan a bright future!
Infinity Platinum is undergoing a brand refresh, check it out!
While appearing healthy, most people around you dread going for a Medical Checkup or Medical Examination. Because they fear what they will find, in spite of feeling alright. Small problems, big problems, hidden problems. Yet early detection in most cases means the patient would be better off.
The same applies for Financial Planning! Most people resist meeting an adviser, because they feel fine financially. But early detection of any problems allow for a quicker, better cure & result!
Even if you are already financially healthy, meeting an adviser could accelerate your path to financial freedom!
We don't believe in one-size-fits-all solutions. Our approach is personalized to your unique financial situation, goals, and risk tolerance. Whether you're planning for retirement, investments, insurance, or wealth preservation, we craft customized strategies that align with your objectives.
We prioritize transparency and maintain open communication with our clients at every step. You'll have a clear view of your financial plan's progress and performance, building a relationship founded on trust and accountability.
Our services & referral services encompass a comprehensive range of financial advisory solutions, covering investments, retirement planning, estate planning, and more. We take a holistic approach to ensure all aspects of your financial life are strategically aligned.
Your financial journey doesn't end with the implementation of a plan. We provide ongoing support, regular reviews, and necessary adjustments to keep your financial strategy in line with your evolving circumstances and market dynamics.
Take the first step towards financial empowerment and success. Let's embark on this journey together and unlock the full potential of your financial future. Contact us below to schedule a consultation and let's pave the way to a prosperous financial life.
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I was blown away at how quickly you [Clarence] were able to paint a detail financial picture by asking some simple questions. You went further to impress with the direction and action plan utilising all options to a finely tuned practical solution. What struck me immensely was creating a safety net above all other interests.
I certainly got more than what I bargained for and will without any hesitation recommend your services to anyone in need of insurance or Financial Planning services.
Clarence has been my financial advisor since I graduated from university. Its been more than 10 years now, and I think Clarence has been helping to plan my portfolio to cater to different stages of my life. He is very responsive, and will get back to any queries as soon as he can.
I’ve known and worked with Clarence for well over a decade and would not hesitate to recommend him to anybody looking for financial advice. Aside from possessing extensive experience, Clarence is amazingly reliable and responsive to my needs. He consistently demonstrates a high level of professionalism and is also very good at explaining concepts and details in a way that was easy for a non-financially savvy person like me to understand. Thank you so much Clarence, for improving my life with your financial expertise, and for being such a great listening ear too! I look forward to having your invaluable support in the future.
For the past 10 years, Clarence has time and again shown he has the client's interest at heart. When Clarence does pitch something, he does not push sales but let me think over it. His advice on investments and markets have proved insightful. As a friend, he may share his views on career choices and family matters (kids, tuition, etc)
Anyone looking to invest their CPF/ buy insurance / savings plan?
Look for Hilda Wong, because she is able to check meticulously on what is the best plans for you, whether it's for retirement / savings / hospitalization/etc
Hilda has been really helpful and detailed in providing the financial advice that we sought for. She is a very hardworking lady that responded to our enquiries even when we texted her after midnight. She has treated us with tremendous sincerity and respect.
I was very impressed by Hilda’s sincerity and transparent nature, which was needless to say, extremely rare to find in the financial services industry. Her passion for her work pushes her to provide the best service for any client regardless of their background and who they are. She upholds a high moral standard which is aligned with my preference when it comes to giving someone the access to my private and confidential matters such as my health and finances.
Hilda has the ability to make clients feel safe in her hands through her friendliness, respect and honesty. Her enthusiasm in helping to match her clients to the policies and plans that best suit them does wonders for both her clients’ lives and as well as her career. She is always ready to apologise and acknowledge when she makes any mistake and keeps her promise to do better. Truly a gem in the business, I expect great things to happen for her and I’m more than happy to have her continuing taking care of my financial/insurance matters in the long run.
Clarence is exceptionally friendly and his dedication to promptly address every doubt or question I have is remarkable. He started managing my personal portfolio and have since evolved to manage my whole family as well. Thank you for providing us a peace of mind!
I've known Clarence since 2011 and I've been receiving sound financial and investment advice for all these years. He's a great communicator and has built up a solid foundation of experience and professional advice.
I know I can always trust him to guide me through the confusing world of financial planning.
Oh, and when I drop him a message. He's always there.
It feels like Clarence has been financial planner for my sister and me forever. We can't recall when he took over our portfolios, but what we can say is that we do remember our first impression of him: focused and genuinely interested to know about us, our financial needs and wants, rationales and the wherewithal. This is despite our modest means and portfolios, and unconventional perspectives. Since then, he has consistently, and persistently, proactively identified opportunities to strengthen the basis and build it out. Clarence was, and is dedicated, always with the best intentions to service and support. Anyone who has Clarence as their advisor is assured of the very best, because just like the title of his book he gives and help you "More Than 100%"
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