Stories from Our Community of Advisers

Lawrence has been instrumental in the growth of advisors and peers. I have learnt a lot from Lawrence via his years of wisdom and experience in wealth management. Lawrence is someone who shares selflessly and generous with his knowledge with the intention to help the person he is mentoring and coaching to grow, both as a person and as an advisor.

He also takes the initiative to give back to the advisors by spearing the effort for leadership programmes and makes it a habit to reach out to his peers and colleagues to offer motivation, and also to ensure that they stay on track to their goals. He is someone whom his clients will trust to manage their financial and investment portfolio. As a CFP certified educator, he also doesn’t shy away from practicing what he preach by creating a structured approach for his client’s wealth management.

Lawrence is definitely an inspiration to the people around him, whether as a colleague or a person. His leadership qualities shines in how he manages his team and connects with the people around him. It’s an honour to be in a business partnership with him.