Goodbye financial anxiety. A
licensed planner
helps you break through.
告别财务焦虑,
持牌规划师
帮你破局。
Hand-in-hand guidance to get every financial decision right — neutral advice, no products sold, no hidden fees. 手把手带你做对每一个财务决策 —— 立场中立、不推销产品、没有隐藏费用。






- Licensed by BNM & SC持有 BNM 及 SC 执照
Fully regulated and compliant — your protection.合规有保障。
- Advice built around you专属建议
Recommendations based on your actual situation and goals.根据你的实际情况,给你专属的财务建议。
- Built to be acted on学以致用
I believe action is what matters — we hand-hold you through it.我相信学以致用,行动才是最重要的。

1-on-1 Consultation1对1 线上咨询
A focused hour for the specific questions on your mind.专注一小时,解答你心中的特定问题。
Inclusive of 8% SST已含 8% 销售服务税
I have a question to ask我有一个问题想咨询Single Module单一财务模组
Deep focus on one area — tax, investing, insurance and more.专注单一领域 —— 税务、投资、保险等。
Inclusive of 8% SST已含 8% 销售服务税
Plan one single module我想做单一财务模组Comprehensive Plan全面性财务规划
Everything your personal finances need, planned together.你个人财务规划所需的一切,整体规划。
Inclusive of 8% SST · income-based已含 8% 销售服务税 · 依年收入
Plan my whole finances我想做全面财务规划Not sure which fits? We start by understanding your situation, then suggest the right service. You can also compare all plans. 不确定哪个适合?先了解你的情况,再建议适合的服务;也可以比较所有配套。
Follow along on Xiaohongshu欢迎浏览我们的小红书
Bite-sized money tips in Chinese — like, save and follow.简短实用的理财分享 —— 记得点赞、收藏、加关注!👍
Take the first step today.今天就迈出第一步。
Pick the service that fits where you are — or WhatsApp me first if you just have a quick question.选一个适合你现况的服务开始 —— 或者,如果只是想快速问一句,先 WhatsApp 我也可以。
Find the service that fits me看看我适合哪一种