Stephanie is a passionate and dedicated Senior Personal Wealth Manager at AIA Singapore, where she empowers Senior Professionals and Pre-Retirees to build wealth and achieve long term financial goals. Stephanie utilises a bespoke framework to offer precise and optimised financial planning tailored for her clients which allows her clients to focus on their careers and personal priorities.

𝗦𝘁𝗲𝗽𝗵𝗮𝗻𝗶𝗲 𝗶𝘀 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝘁𝗼 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝘁𝗵𝗲 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀-
➤ Personal Financial Portfolio Audit
➤ Risk Management
➤ Wealth Accumulation
➤ Retirement Income Planning
➤ Corporate Solutions
➤ Tax Planning
➤ Estate Planning
➤ Legacy Planning
➤ High Net Worth Wealth Management

She is a 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐏𝐫𝐚𝐜𝐭𝐢𝐭𝐢𝐨𝐧𝐞𝐫 (AEPP®), a prestigious credential that demonstrates her expertise in estate planning practice and service.
She is also a 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐏𝐥𝐚𝐧𝐧𝐞𝐫 which equips her with the knowledge and skills to manage her clients' financial needs and goals.
She has achieved multiple awards and worldwide recognitions for her outstanding performance and client service, including being the 𝟔𝐭𝐡 𝐑𝐮𝐧𝐧𝐞𝐫 𝐮𝐩 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 𝐢𝐧 𝐀𝐈𝐀 𝟐𝟎𝟐𝟐, 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐃𝐫𝐚𝐠𝐨𝐧 𝐀𝐰𝐚𝐫𝐝𝐬 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐫 𝟐𝟎𝟐𝟒 𝟐𝟎𝟐𝟓, 𝐂𝐨𝐮𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐓𝐚𝐛𝐥𝐞 (COT) for 3 consecutive years and the 𝐌𝐢𝐥𝐥𝐢𝐨𝐧 𝐃𝐨𝐥𝐥𝐚𝐫 𝐑𝐨𝐮𝐧𝐝 𝐓𝐚𝐛𝐥𝐞 (MDRT) for 7 consecutive years.
She is also the 𝐓𝐨𝐩 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 in her District for 6 consecutive years.

Having served clients who are high achievers in their field of work has made her an irreplaceable asset in her clients' lives and her strong belief to add value in every interaction with her clients has been the reason why she is operating a "By-Referral-Only" practice which allows her to serve people who are in her preferred client profile and she can provide her best resources to them.

Stephanie's motivation to excel in her profession comes from her faith and her desire to make a positive impact on the lives of her clients. She constantly strives to provide the best solutions that will withstand the test of time, by taking care of her clients' needs, listening to their concerns, and tailoring her advice to their unique situations. 𝙎𝙝𝙚 𝙫𝙖𝙡𝙪𝙚𝙨 𝙥𝙚𝙤𝙥𝙡𝙚, 𝙥𝙪𝙧𝙥𝙤𝙨𝙚, 𝙖𝙣𝙙 𝙥𝙖𝙨𝙨𝙞𝙤𝙣, 𝙖𝙣𝙙 𝙗𝙚𝙡𝙞𝙚𝙫𝙚𝙨 𝙩𝙝𝙖𝙩 𝙤𝙣𝙡𝙮 𝙩𝙝𝙚 𝙝𝙞𝙜𝙝𝙚𝙨𝙩 𝙨𝙩𝙖𝙣𝙙𝙖𝙧𝙙𝙨 𝙤𝙛 𝙚𝙩𝙝𝙞𝙘𝙨 𝙖𝙣𝙙 𝙚𝙭𝙘𝙚𝙡𝙡𝙚𝙣𝙘𝙚 𝙬𝙞𝙡𝙡 𝙙𝙤.