Hi, I’m Joseph Phua, a Master Financial Consultant with 17 years of experience in helping individuals, families and companies protect their future.”

I believe in building lasting relationships and giving my clients the confidence that their finances and risks will be taken care of with proper strategy and plans that’s uniquely theirs because all of us have different priorities and needs. Ultimately through proper financial planning, my clients can have a peace of mind and achieve the kind of retirement lifestyle they desire.

My focus is on Life stage planning, retirement planning with CPF as a base, risk management, asset allocation through investment and wealth accumulation. I enjoy working especially with families, first jobbers, PMET and business owners.

I am proud to be a member of MDRT (Million Dollar Round Table), a recognition for financial consultants who are committed to excellence and high standards. 

Achieving this recognition means the world to me because it is a partnership with my clients. Attending the MDRT convention allows me to learn from the top tier advisers globally, this new found knowledge helps me to value add to my clients in ways that I could only learn during this convention. I focus on holistic approach through the whole-person concept which allows my clients to better manage and striking a balance in their life.

Outside of work, I enjoy exercising in the gym at least 4 times a week because in this business, it is important to stay healthy, sharpe, and be on top of your game. Meeting people from different walks of life requires me to always be putting on my thinking cap. When I have a healthy lifestyle, it will help me to be alert, have a more positive mindset and it gives me the energy to tackle the task at hand. Being an introvert, finding my safe space in the gym, allows me to recharge so that I will be able to better serve my clients. I believe that being disciplined in upkeeping my fitness and health leads to success which requires consistency and determination.

My promise towards my client is to always dispense non-bias advice specifically catered to their needs through meaningful conversations, understanding and analyzing their situation. My ultimate goal is to journey with my clients every step of the way and be their trusted advisor.