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Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.

LectureR Profile
OUR INDUSTRY SPECIALISTS
WILLS TRAINING
Mr. John Sim

Certified Financial Planner (CFP®)
Associate Estate Planning Practitioner (AEPP®)
Masters of Science, Computer Science and Information Systems

  • John Sim is a passionate believer that education is key to achieving success in life. He acts out this belief through Eduvantage Pte Ltd, a social enterprise he founded in 2011 that conducts complimentary seminars in the areas of wealth optimisation, healthy living and relationship building.
  • After graduating with an Honors (2nd Upper) degree in Computer Science and Information Systems from the National University of Singapore, he stayed on to teach in NUS for 2 years while concurrently earning his Master of Science degree.
  • Since 2013, he has followed his passion for financial planning and embarked in a new direction by starting his financial advisory business.
  • Through Eduvantage and his FA business, he aims to help improve the lives of people, with a focus on families with members who have special needs.
Mr. Ang Kok Chin

Certified Financial Planner (CFP®)
Associate Estate Planning Practitioner (AEPP®)

  • With over a decade in the industry, Kok Chin is widely regarded as one of the top estate planners in Singapore. His career story mirrors his clients’ financial journey and awareness — he started out advising clients on holistic financial planning but as more and more needed intimate advice on wealth transference to their children, Kok Chin honed his skills in estate and legacy planning.
  • His experience and expertise shone through in 2016 when he sat for the Society of Trust and Estate Planners (STEP) Certificate for Financial Services – Singapore (Trust & Estate Planning) and graduated top of his class.
  • Naturally, Kok Chin’s clients are an impressive list of the who’s who in Singapore and in the region. His work has seen him submerged in the estate planning for individuals with a net worth in excess of US$100 million.
  • Kok Chin also manages wealth and succession planning for several successful business owners and entrepreneurs, with the aim of helping them grow their family wealth as it’s being passed on from Generation to Generations.
OUR INDUSTRY SPECIALISTS
TRUST TRAINING
Mr. Leong Mun Kid

Bachelor of Law, LLB (Hons)

  • Mun Kid is the Head of Department, Trust for Precepts Trustee Ltd and is appointed as Resident Manager under the criteria set out by MAS for a licensed trust company.
  • Mun Kid has been in the business of Estate Planning since 2011.
  • He manages the setting up and administration of trust in Precepts Trustee Ltd.
  • He assists clients in their estate and trust planning using onshore structure and offshore structures. 
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  • +65 6221 8633
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PreceptsGroup

We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.

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  • +65 6221 8633
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