As a multiple-year Million Dollar Round Table (MDRT) achiever, Kaiser specialises in intergenerational planning, business finance consultancy and tax management.
After graduating with First Class Honours in Banking & Finance from Nanyang Business School, Kaiser started his financial advisory practice in 2017. With a string of accolades, including qualifying for Court of the Table, he has gained the trust of his both his clients and his team members with his polymathic knowledge in multiple areas and bespoke advice to each individual.
The financial advisory industry is experiencing an unprecedented pace of change, through multitudes of disruption coming from both technological advancements and regulatory changes. In order to continue to thrive in this industry, Kaiser has developed a system of practices that incorporates different facets of business and technological exploits that allow his team of advisors to excel in the ever-changing environment. It is his aspiration to build a team of like-minded individuals that are hungry for success, to de-stigmatise the industry and build a new wave of fiduciary excellence that can stand the test of time.
I want to look back on my career and be proud of the work, and be proud that I tried everything.
- Jon Stewart
Despite his young age, my manager Kaiser is extremely knowledgeable in multiple areas and all of us in his team look to him as our pillar of support. He is also remarkably personable and ensures that our welfare is well taken care of. Most importantly, his approach to financial advisory is entirely different from others I have encountered, giving me and my colleagues the confidence to go further than the rest in this industry.
I have known Kaiser for many years, and he is a down to earth individual with extensive knowledge in various fields of finance. Even with his family background, he is still driven and prioritises his clients and consultants to make sure they are served best. His attitude and clear vision help to motivate the entire team to strive for the better and push us to become better than we thought we could be. The team works hard not to just achieve success for ourselves, but more importantly to value-add everyone who we come across in our work.
Working with Kaiser has been really energising. He is not selfish with his knowledge and is very willing to share his experiences with the entire team. He doesn’t allow things to get mundane, always making sure that our learning and working experience is enjoyable. The team is an embodiment of the age-old cliché of “work hard, play hard”. It is this team culture and his propensity to give me confidence in my abilities, that allowed me the leap of faith to switch from my old corporate job to this industry.
Personal Sharing at Manulife FA's Career Opportunity Program Seminar
Holding a seminar talk for startups with my senior partner at Spaces, a co-working space
Me leading a investment forum for my branch
Celebrating new partnerships with my off-shore clients