Retirement & income
Bring together your resources, priorities and plans for income, so you have a clearer picture of the years ahead.
Thoughtful financial planning for pre-retirees, retirees and families. Let’s make sense of your money, so you can spend more time living.

Executive Wealth Planner



A little about me
Everyone comes to the table with a different story. I take the time to understand yours.
I help people put the pieces of their financial lives together, from looking after their families today to thinking about retirement and what they’ll leave behind.
I enjoy making complicated things easier to understand. Before making a recommendation, I look at the full picture and do the homework, so you understand why a plan makes sense for you.
Whatever hand you’ve been dealt, you deserve someone you can trust to think it through with you.
Your money & time journey
Whether you’re thinking about today or the years ahead, we can start with what matters most to you.
As retirement comes closer, the questions become more personal. What would you like your days to look like, and how can your finances support that life?
How I can help
Your finances are connected. I consider how protection, investments, retirement and legacy fit together in your life.
Bring together your resources, priorities and plans for income, so you have a clearer picture of the years ahead.
Review the cover you have, understand the gaps, and consider what fits your circumstances and the people who depend on you.
Think through your goals, time horizon and comfort with risk, with a portfolio plan you can understand.
Consider how you want to provide for your loved ones, and the arrangements and professional support to help put your wishes in place.
I also help owners think through keyman protection, succession, business continuity and corporate insurance and investment needs.
Insurance and investment options through Alpha Wealth Financial Advisers
You don’t need to have everything figured out before we meet. Bring your questions. We’ll take it from there.
We get to know each other, talk about what matters to you and look at your current financial picture.
I review the details, consider the gaps and explore what could make sense for your circumstances.
I walk you through what I’ve found. You ask questions, take your time and decide what feels right for you.
The relationships behind the work
The part of my work that means the most: being someone my clients and their families can turn to.
Initially I felt that Zin was young but after just one conversation with him, I saw not just his mind in the way he plans for me and also his heart. I don't think I am an easy client but he was patient and he helped me to restructure my portfolio so I can save money on my insurance while increasing my coverage. It was important because this money goes back to my family.
From my Telegram channel
I share personal finance explainers, useful reads and invitations to client events. Here’s a look at some of the posts you’ll find on the channel.

A visual breakdown of the estate-planning questions that can arise with a brokerage account.
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An invitation to get together for a personal colour workshop, beyond the usual financial review.
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A note on client relationships after the Singlife convention in Hawaii.
View postLet’s take the first step
A fresh start, a second look at your plans, or simply a question you’ve been meaning to ask. I’d be happy to hear from you.
Chat with me on WhatsApp