He is licensed by the Monetary Authority of Singapore since mid-2005.

Sam’s clients gain:

• High quality planning services: including current portfolio optimization, on-going monitoring & periodic review
• A comprehensive, low-cost insurance coverage:  including term, life, disability, critical illness, & endowment plans for complete peace of mind
• A well-diversified global investment portfolio (Singapore CPF-approved) with the benefits of constant-dollar allocation
• Access to the very best financial solutions from across the market, not just from one product provider.  This includes private banking solutions without the extravagant price-tag.

Sam holds a Masters degree in Commerce specializing in Banking and Finance, and a Bachelors degree with Accountancy and Economics. He is also a practicing Associate Wealth Planner and Associate Financial Planner.

He has been a lecturer to Master’s level students at the University of Wales in Investment Analysis and Portfolio Management. In addition to wealth management, Sam leads workshops in assertive communication and leadership for executives.  He is a member of Business Network International.