Sylvia Martin
License No.: eCMSRL/B6784/2016
Financial Advisory Manager
Being always interested in personal finance and attracted by the fulfilment of a meaningful career, she joined the financial services industry with the mission to make a difference and add value to everyone whom she encounters.
In her pursue of her passion to provide financial peace of mind to her clients so that they can live in peace, she emphasized on Personal Financial Planning.
She positions herself as a “Financial Doctor”, starting with understanding her client’s concerns and needs by doing a Financial Health Check (Diagnostic).
She has 20 plus years of experience and has handled many situations while planning and advising for more than 1,000 families.
She strongly believes that everyone should consult a competent Independent Financial Advisor before embarking on a major long term financial decision be it…committing to an insurance, investment or trust.
She believes in educating to our next generation on how to manage wealth so that our wealth can last for generations. She advocates LIFE PLANNING in the bigger picture and believes in a win win relationship by working hand in hand with her clients on a long term basis
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Being always interested in personal finance and attracted by the fulfilment of a meaningful career, she joined the financial services industry with the mission to make a difference and add value to everyone whom she encounters.
In her pursue of her passion to provide financial peace of mind to her clients so that they can live in peace, she emphasized on Personal Financial Planning.
She positions herself as a “Financial Doctor”, starting with understanding her client’s concerns and needs by doing a Financial Health Check (Diagnostic).
She has 20 plus years of experience and has handled many situations while planning and advising for more than 1,000 families.
She strongly believes that everyone should consult a competent Independent Financial Advisor before embarking on a major long term financial decision be it…committing to an insurance, investment or trust.
She believes in educating to our next generation on how to manage wealth so that our wealth can last for generations. She advocates LIFE PLANNING in the bigger picture and believes in a win win relationship by working hand in hand with her clients on a long term basis
Insurance Matrix Recommendation
Insurance Summary & Analysis
Investment Portfolio Construction
Overseas Private Equity
Estate Planning
Family Succession
Trust
Family Foundation
Overseas Business Convention Qualifier