Our Story

We make financial decisions almost everyday, isn’t it strange most of us don’t receive practical financial education?

A Digital Agency

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Forward Thinking

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Problem Solvers

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Customer Support

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Our Story

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  • Brand Strategy 80%
  • Internet Marketing 60%
  • App Development 50%
  • Customer Happiness 90%
Ah Tan, CFA

Ah Tan, CFA

Resident Blogger

Ah Tan has been working in the financial investment industry for the past 16 years. He started his career in 2002 as an equity research analyst in Goldman Sachs’ Singapore property team and covered the Singapore property and REITs sectors. He witnessed the birth of the Singapore REITs sector and was involved in the listing of the first REIT in Singapore (Capitaland Mall Trust) in 2002.

Since then, Ah Tan has also worked as an equity advisor and portfolio manager for a number of leading international private banks such as HSBC, UBS and Credit Suisse. Throughout his career, he was also actively involved in giving financial advice on Singapore and US stocks, and also has experience dealing in the structured products and bonds markets. He is a chartered CFA member and has also written articles and given interviews on the Singapore property and REITs sectors in mainstream media (Today newspaper, Channel 8 and Channelnewsasia).

In his free time, Ah Tan likes to read history (especially Chinese history) as he believed that history is the best guide to the future. He also regularly swims and plays table tennis with a bunch of old friends from his school time and finance industry. While he does not drink coffee, he is an avid fan of Chinese tea.

Alex Chan, CFA

Alex Chan, CFA

Entrepreneur