Timothy Ross
Personal Finance Advisor
I believe that prosperity is not a one-size-fits-all approach. That's why I take the time to understand your unique circumstances, goals, and aspirations. By working closely with you, I can create a personalised roadmap that aligns with your objectives and maximises your chances of reaching them.
Your fiscal well-being is my top priority. I am committed to providing you with transparent and trustworthy advice, ensuring that your best interests always come first. Gain peace of mind knowing that you have a plan guiding you towards a secure and prosperous future.
-Timothy Ross | Founder
let's discuss your specific needs and how I can help you meet your objectives
An initial consultation & assessment
Goal setting
Customised proposal with plan creation
Execute savings or investment
Performance monitoring
30-year track record of success in the financial services sector
Experience advising clients of all profiles
International Certificate for Financial Advisors by the Chartered Insurance Institute (CII)
Monetary Authority of Singapore Financial service license 2003-2011
Singapore College of Insurance Qualifications
Rules and Regulations for financial advisory services 2003
Collective Investment Schemes 2003
Life Insurance and Investment linked policies 2003
Health Insurance 2011
An expat with stints in Singapore, Hong Kong, Malaysia, Spain and Thailand
Personal finance encompasses many areas and no roadmap is complete without looking across all areas, including:
Income
Spending
Saving
Investing
Protection