FREE Consultation worth S$500

YES! You get a FREE consultation worth S$500 if you pick up the phone and call me NOW.

It’s my job to add value to you and help get you from where you are now, to where you want to be.

If you’ll bring your pertinent data to a short coffee session at our mutual convenience, I’ll take a look at it and tell you where you are at and recommend solutions to you to help you get to where you want to be.

Don’t you want clarity and have a peace of mind knowing you’re on track to achieve your goals such as a feasible “part-time” retirement?

Realize that we can only create what we want NOW and time is a finite resource. If we wait for 2 years later to start a savings plan, then we would have missed out 10% of the compounding effect if our goal is to retire in 20 years.

If I think I can help you, I’ll tell you. And if I don’t think I can help you, I will tell you that too. Is that fair enough?

You should be well-informed with timely information to make your own financial decisions.

No one cares about your money as much as you do, please call me at 8168 7459 to schedule your financial review appointment.

Alternatively, email your name, your phone number, your query and your preferred date and time to me at . 

With the specialists in insurance and investments, we’ve done the leg work for you by comparing the various solutions available in the market for you to save you time, money and efforts, leaving you with more time to focus on your passions and family. 


Consultations and Financial Portfolio Reviews are by appointments only.

To request an appointment, please call me at 8168 7459 or email Claire at .

Let’s meet over coffee and  give you gain clarity, wisdom and knowledge to achieve your dreams and address your concerns.

Best Regards

Claire Soh

Your Preferred Guide to Personal Finances

Personal Cell: 8168 7459


PS: “Everything you do is either moving you closer to or farther away from your goals.”~ Alwyn Cosgrove.


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