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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

These sessions are conducted by several industry specialists. They are:

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 is being passed on from Generation to Generations.
OUR INDUSTRY SPECIALISTS
TRUST TRAINING
Mr. Leong Mun Kid

LLB (Hons), Society of Trust & Estate Practitioners (STEP) Affiliate, Associate Estate Planning Practitioner (AEPP®)

  • Mun Kid graduated with a law degree from the University of London. He has a Certificate in Trust Services (CTS) with Wealth Management Institute (WMI), Nanyang Technological University.
  • He is the Head of Department for Trusts in Precepts Trustee Ltd. and has been appointed as a Resident Manager under criteria set out by MAS for a licensed trust company. He manages the setting up and administration of trust in Precepts Trustee Ltd. and assists clients in their estate and trust planning.
  • Prior to joining Precepts Trustee Ltd., Mr. Leong was a manager in legacy planning department in Rockwills Trustee Bhd (Malaysia), taking charge of setting up private trust for clients. Since 2011, Mr. Leong has been actively involved in estate planning for multitude of clients and has extensive experience in setting up trusts for families in Malaysia and Singapore.

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