Corporate Seminars

Through our tailored corporate seminars, we partner with organisations to equip their employees with clarity, wisdom, and practical strategies to manage their financial lives with confidence.

Engage & Empowering Teams with Financial Confidence

Living well goes hand in hand with managing money wisely. When employees feel confident about their financial future, they bring greater focus, balance, and purpose to their work.

Our corporate seminars are designed to bridge this gap, making financial concepts accessible, relatable, and actionable. Each session leaves participants with clarity, confidence, and a sense of empowerment, no matter their background or stage of life.

Seminar topics include:

The Path to Early Retirement: Investing your CPF Wisely

Money on Autopilot: Creating Streams of Passive Income

Money Personalities: Understand Yours, Master Your Finances

Women & Wealth: Taking Charge of Your Financial Future

Tailored Sessions: Customised “Lunch & Learn” seminars designed for your team’s needs

Inside Our Seminars

Engaged Discussions

Practical Insights

Interactive Q&A

Shared Wisdom

Clarity in Action

Guided Conversations

Meet Our Speakers

Our seminars are led by seasoned advisers who combine professional expertise with a passion for sharing knowledge. Each speaker brings both credibility and care, offering wisdom that is practical, engaging, and inspiring.

Anton Chua

Branch Director

Certified Financial Planner (CFP^®) | Certified HNW Adviser | Associate Specialist in Estate Planning | B. Engineering (Hons)

Professional Highlights

Investment Specialist
Lifetime Million Dollar Round Table (MDRT) Member
5x Court of the Table (COT)
2023 & 2026 Top of the Table (TOT)
Top iFAST Investment Adviser

Mingshan Goh

Branch Director

Chartered Financial Consultant (ChFC^®/S) | Estate & Succession Practitioner (ESP) | Dip SCI (DPFP)

Professional Highlights

Experienced Keynote & Seminar Speaker
Financial Planner of the Year (Awarded by Financial Planning Association of Singapore)
7x Million Dollar Round Table (MDRT)
Top iFAST Investment Adviser

Lawrence Chow

Associate Director

Certified Financial Planner (CFP^®) | Associate Estate Planning Practitioner (AEPP^®) | B. Business Management (cum laude)

Professional Highlights

Highly sought after CFP® Lecturer
Lifetime Million Dollar Round Table (MDRT) Member
Multiple Double MDRT
2x Court of the Table (COT)
Top iFAST Investment Adviser

Eugene Pang

Branch Manager

Associate Financial Planner (AFP^®)

Professional Highlights

Chief Merlin Trainer
2x Million Dollar Round Table (MDRT)
Top iFAST Investment Adviser

Zhen Zhi Goh

Senior Financial Consultant

Associate Financial Planner (AFP^®) | Associate Financial Consultant (AFC^®)

Professional Highlights

Experienced Seminar Speaker
2x Million Dollar Round Table (MDRT)
Top iFAST Investment Adviser

Tommy Lim

Financial Consultant

Associate Financial Planner (AFP^®) | Master of Business Administration (MBA)

Professional Highlights

Experienced Speaker & 2nd Vice President of Membership, Punggol Park Toastmasters Club
Top iFAST Investment Adviser

Highlights from Our Speakers

Anton Chua

Branch Director

Mingshan Goh

Branch Director

Lawrence Chow

Associate Director

Latest Seminar Highlights

Sandwich Generation - Seminar Highlights

Sandwich Generation - Anton Chua

CPF Investing - Mingshan Goh

CPF Investing - Seminar Highlights

Thoughtful advice, tailored to your journey

We don’t believe in one-size-fits-all solutions. We believe in thoughtful guidance, given with care. Let’s begin the conversation.