Mr. Eddy Cheong
Head of Financial Planning
Mr. Eddy Cheong, CFP®, B.Acc (Head of Financial Planning), is responsible for managing the crafting of financial planning solutions for clients.
Eddy brings with him 14 years in the financial planning industry and he was a Certified Public Accountant (CPA) for 15 years.
In 2012, he developed the proprietary RetireWell, a pioneer financial planning model that addresses the unique risks retirees face and provides a strategy for creating safe income streams.
Eddy co-authored the “Singapore Master Financial Planning Guide” and holds a Bachelor of Accountancy Degree from Nanyang Technological University.