The Team

Nicholas Wong

Co-Founder, Success Coach

Nicholas entered this business in a career switch after flying with Singapore Airlines. Nicholas’ vision is to build young, hungry and dynamic leaders in the industry believing that every potential can be honed into success regardless of academic results. Motivated by this, Nicholas set out to inspire like-minded individuals after 2 productive years as a Consultant. Upon promotion into a management role in 2015, Nicholas has groomed associates to reach the hallmark of success in the industry – Million Dollar Round Table with 100% of associates recognized amongst the Top in company honours. Out of work, Nicholas enjoys delighting the palettes of loved ones and close friends.

Gillian Ann Tan

Co-Founder, MDRT

Gillian, a young mother to little Joshua, came into the industry by chance after a short stint flying with Singapore Airlines and attaining her bachelor’s at National University Singapore (NUS). Since 2011, Gillian was awarded the Service Excellence mark by her clients, a testament of her unwavering commitment and dedication to her clients of whom mostly consists of families and business owners. Consistently been recognised in the industry as a Premier Consultant garnering multiple awards and accolades including the Million Dollar Round Table (MDRT) gives Gillian the motivation to empower more lives. Being in this line also affords Gillian freedom of time to go through every milestone with Little Joshua.

Glicia Jean Tan

Associate

Glicia is understanding of today’s Millennial in the workforce being one herself. Armed with a good honours’ degree from National Technological University (NTU), Glicia wasn’t to settle for a typical 9-5 role at the office. Instead, she braved the odds and carved out a practice specializing on empowering Millennials having acute understanding of their lifestyle, needs and wants. Her clients’ testimonials highlight a delightful yet professional experience. It is no surprise that Glicia has had many referrals which keep her motivated to do well.

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Chloe Poon

Senior Associate

Chloe began at PwC, a renowned accounting firm after attaining her degree from National Technological University (NTU). Just a year in PwC, Chloe knew that this was not her calling. She joined the industry and in 2 years, rose through the ranks to be a Senior Consultant. Her previous work experience in taxation and auditing, as well as academic background, broaden her expertise to value add to business owners and high net worth clients. Being in this business allows Chloe the flexibility to pursue her interests in acting and taking up the Korean language.

Lewis Foo

Senior Associate

Lewis was quick to realize he was not going to go through the norm after his studies at National University Singapore (NUS). After embarking on some start-ups and business ventures, Lewis’ success story here began at the introduction. Right from the go, he was flying off the mark like Speedy-Gonzalez. In what most new consultants complete in a year, he did it in 2 months! Lewis went on to garner many more awards and accolades in 2017 and 2018. His experience and insights make Lewis more valuable to his clients at each meeting. An avid sportsman, Lewis is bronzed, enjoys working out in the gym and frequently travels for dragon boat competition during his free time.

Geraldine Yong

Associate

Geraldine is passionate about value adding to parents and families. An educator who believes that the best form of investment any parent can give to their child is an education and spending enough time to grow with them. Geraldine also has acquired relevant financial experience having previously worked at Citibank Singapore upon her graduation at Singapore Management University (SMU). Geraldine aims to create a community of learning for parents and children to maximise potential with her expertise in securing retirements and proper education planning.

Fidela Liu

Associate

Fidela hails from neighbouring Indonesia, completing her university education here in Singapore. A career in accounting was not for her. She got out of the comfort zone and embarked on a career as a Consultant. Since 2013, she has helped many affluent individuals to structure their financial portfolios to their desired lifestyle and needs. Being fluent in English, Bahasa Indonesian and Mandarin gives Fidela the edge to reach out to clientele beyond our shores. Out of work, Fidela dedicates her time also to her family and son, Colin.