THE SAVVY MERLION GOAL
To make ‘Adulting’ in
Singapore easier for you
The Savvy Merlion aims to share tips & experience on how to be savvy while adulting – from graduation to your many firsts – first job, first investment, first house, first kid, first (and hopefully last) marriage!
As these topics may be very heavy and mundane (yup, we know), we will try our best-est to deconstruct knowledge from chim & wordy to fun & digestible and make it as local as possible. After all, we want to make you a fellow savvy merlion – one that is well equipped with knowledge to make better financial and life choices in expensive Singapore.
THE SAVVY MERLION TEAM
Hello there! I am Sharon, a passionate and candid financial consultant in sunny Singapore who will listen to your situation and propose a tailored solution over a cuppa coffee (or 2 pints of beer). Like a calling, I found joy and meaning in helping others with their financial planning journey.
My Mission Statement:
To impact lives by giving a financial peace of mind and help achieve financial goals to pursue dreams through all stages of life.
From identification of financial goals, to achieving them, I aim to partner with clients in long-term, trusted finanial advisory relationships and grow with them through different phases of life.
Having met many young clients and friends who seek for advices (financially & non financially), I am inspired to share my knowledge gained throughout my adulting life in the areas of career, wealth management and insurance with more audience, thus started The Savvy Merlion.
Hihi! I am Pearly, a typical parent to 2 young kids who wonder at times if there is such a thing as work life balance. I’ve been a financial services consultant for coming to 15 years & I love what I do – securing future monies for people.
Like most parents, I am concerned about the “what-ifs”, my kids’ future, theirs & my emotional/mental wellbeing, and retirement.
Hence, I am motivated to help parents out there navigate through this stage of life & ensure they take good care of themselves too.
Hi! I am Chloe, who derives passion from sharing efficient and innovative ways on how to better utilize our limited resources to achieve our dreams in life.
My Financial Philosophy:
“If we can effectively make our hard-earned money work for us, we can then allow ourselves to spend more time fulfilling our dreams.”
Times are rapidly changing, and so are the ways we manage our finances. Having an early retirement is no longer impossible, if you know how.
Afterall, life isn’t just about making a living and not knowing if you can afford to retire eventually! If this is also what you aspire to achieve, I look forward to working with you towards achieving your financial goals!
Hello, I am Victor. Being in the insurance industry for almost 10 years, I truly believe that insurance has progressed from a “Good to Have” item to a necessity in our developed country with a significant high cost of living.
Providing good advice and solutions and guiding my clients to make the right decisions towards financial security inis my mission.
After some friends shared with me the financial distress they went through due to poor or no planning, I wanted to help my surrounding others avoid these unpleasant experiences. I want to make a difference to my friends and clients by recognising these pitfalls and providing holistic solutions. After all, financial stress should be the last thing on one’s mind when crisis hits.
In addition, I strive to offer value added services to compliment my clients’ needs as they progress through different stages of life. With knowledge, creativity and solutions, I lead my clients towards a better living lifestyle. One that is empowered with choice so as to acheive financial serenity for ourselves and our family.