Why Deon

Clients' Vote of Confidence

Tian Ji and Michelle

Thomas & Sheila

Steven

Rex & Elsa

Paul & Si Yi

Michelle

Lionel

Jeremy

Gladys Thio

Desmond Neo

Christopher Tay

Alicia

Find Out How I Can Do The Same For you

Why should you choose me to guide you on your financial journey?

Awards and Accolades

Deon graduated, in the Deans list, from the top financial schools in Boston with honours majored in Economics and Finance. (With a minor in political science) After joining the advisory industry in 2011, he received numerous awards for his achievements. Notedly, he was eligible to register for MDRT since 2013. That said, awards and accolades are mere snapshots on moments of achievements. Appreciation from clients is what drives him to do what he enjoys daily – improving client’s financial status. Deon was awarded Associate Financial Consultant by IFPAS in 2021.

Experience with Claims

Though still early in his career, Deon has helped many clients through life’s toughest moments, from critical illness to hospitalization and death claims. This experience allows him to offer compassionate advice and make the claims process as smooth as possible for his clients.

Witness first hand my dedication to ensure your needs are served

Investment work experience

Drawing on more than 10 years in investment banking and asset management, Deon helps clients manage their portfolios with confidence. His three-layered screening approach ensures only quality, proven funds are included, creating diversified portfolios. Clients can then focus on their work, knowing their wealth accumulation is in trusted hands.

Financial adviser representative

Deon represents one of the largest financial adviser who envision to be Singapore’s leading financial services brand in Singapore for clients and advisers. The firm received multiple awards including top financial advisory and top assets under advice in Singapore from respective principals since 2013.

Presenting options

Deon represents a platform which has access to multiple insurers and fund houses to help client construct a comprehensive investment and insurance portfolio. This includes some global outfits which may not be household names to local folks. That said, clients benefit with more options to better fit their needs.

One stop solution

Deon holds multiple licenses to deal with a variety of products including insurance, funds, whole-sale bonds as well as employee benefit plans. Furthermore, he also renders assistance to clients on estate planning. Apart from stocks, Deon represents a platform which serves as a one-stop financial shop for clients. Clients benefit with a consolidated portfolio under one comprehensive adviser rather than multiple policies with different opinions and overlapping benefits or missing gaps.

Market updates

Clients are constantly updated with the latest regulatory changes, competitive product updates, market information, as well as upcoming seminars. Regular product updates and comparison are prepared to filter out the more competitive ones to deliver a value proposition to benefit clients.

Stretch your savings

A true financial planner designs strategies with the long term in mind. Achieving life-stage goals requires proper cash flow planning, and this is where Deon excels. He helps clients balance liquidity with growth, while also leveraging SRS and CPF top-up schemes to optimize tax benefits and stretch their hard-earned money further.