Joshua Cheok

Background

About Joshua Cheok

Committed to delivering a unique, systematic and holistic approach to help you minimise gaps and maximise efficiencies in your financial plan. A dedicated planner who is driven to ensure protection and growth of your prized assets. Here are some major advantages working with me: 1. I represent you, not the company - Having access to most of the providers for loans, investments & insurances; you can be assured the financial solutions will be prescribed based on your specific needs, in an unbiased approach. Holistic wealth planning - We first look at what you currently have before beginning the process to remove any overlaps, replace the excessive & bridge the gaps. Additionally, I partner with professionals to advice you on estate & tax planning, making this your one-stop financial service centre. Regular reviews - Your financial needs will likely change over time. If you allow, you can be expecting to hear from me at least once/twice a year to provide you market updates & to review on your existing financial portfolio. Now to the less formal things: I love connecting with people over a cup of coffee, travelling for an adventure & exploring new places with my camera. Available at joshua.cheok@gmail.com Let's connect!