Impacting Lives.
Enriching the Community.
Our Services
Financial Planning
Investments
Insurance Advisory
Retirement Planning
Legacy Planning
Tax/SRS/CPF
Business Risk Management & Employee Benefits
Financial Adulting 101
About Us
We are a team of passionate finance professionals dedicated to providing top class financial advice, protecting families and businesses, growing wealth & helping individuals leave a meaningful legacy.
We are looking to build a fintech enabled team that provides top class financial advice; helping both individuals lead better lives and businesses stay profitable.
Our Team
Mark Yang
Partner
A passionate wealth manager & insurance specialist dedicated to providing top class financial advice, protecting families and businesses, growing wealth & helping individuals leave a meaningful legacy.
Has found his calling in creating an effective platform in grooming others to achieve success in their financial advisory career. Coaching and mentoring others brings him fulfilment and joy.
Loves wine, deep house, travel, documentaries, mma, rugby & LFC!
"Success is not final, failure is not fatal. It's the courage to continue that counts." - Winston Churchill
Julian Rosales
Associate
Born in the Philippines, and raised in Singapore. Graduated with a bachelor’s degree in Aeronautics from Embry-Riddle Aeronautical University. A trained pilot who has pivoted to the financial services industry. Known to be professional, approachable, and thoughtful throughout his advisory process.
Enjoys freelance acting and modeling as a hobby. He’s always happy to make new connections, expand his network and share his experiences with you.
.jpeg)
Gladys Leong
Associate
Gladys is a professional wealth advisor that adds value beyonds dollars and cents. She believes in practising what she means, and her enthusiasm in risk-mitigation led her to becoming a consumer since the tender age of 16. She enjoys advising young adults, families, and businesses on financial topics and beyond.
Loves museum, music, and latte!
Testimonials
Patricia
Bank Associate
for Gladys Leong
I've known Gladys since 2017 through our school's co-curricular activity. I've decided to engage her services as she provided me with a very thorough understanding on how to manage my finances and how to sufficiently insure myself. I felt very comfortable during all our meet-ups (virtual and physical) as she was amicable, patient and humorous! Never once did she push for sales but instead, she walked me through the plans with her well-prepared and customised deck. I thoroughly enjoyed talking to her about my financial management strategies as well as about things about our lives.
I appreciate how Gladys put in plenty of effort to ensure that I understand what the plans are about, and she even went further to explain the underlying concept of risks to me - something that other financial advisors didn't inform me of. As a fresh grad, transiting into adulthood and being overwhelmed with financial management and insurance is not easy. But I am really glad and reassured to have Gladys as my friend and FA to guide me along this journey! I'm looking forward to more good years, future plans and entertaining talks with her!
I'm very sure that Gladys will continue to touch on many lives in the road ahead! :D
Join Us
Find Out More
Our Partners
Driving Innovation
