Writer-Turned-
Financial Consultant.
Ever wondered why you’re working so hard, and what your true attachment to money means?
How can you feel free and happy with what you have?
After just one session, you’ll feel more in control of your budget, your saving goals and your life.
What I Can Do For You
Debt Management
Whether it’s credit card debt or car loan or student loan, I’ll show you realistic, systematic steps to get zero balance.
Estate / Legacy Planning
A well-organized estate is one of the most thoughtful gifts you can leave for your loved ones.
Retirement Management
Retirement may seem a long way off, but it’s never too soon to begin saving. Let’s discuss available options.
Tax Planning
Are you getting the most out of your tax reliefs? Minimize your tax bill with smart planning that will leave more money in your pocket every April.
University Education
College gets more expensive every year. I can help you plan and save for your children’s future.
General Investments
Is your portfolio diversified enough to withstand any crisis? Let me help you assess blind spots and point out any potential dangers in your strategy.
Find out what others say about my service
-
![]()
Andrea Yiap
STUDENT
I met Geraldine through my friend’s recommendation and am keen in learning more about financial planning.
-
![]()
Byron Elton Tan
ENGINEER
Geraldine was introduced to me by my partner and she was recommended because I wanted someone to look at my existing plan with Prudential.
-
![]()
See Hao Jun
SENIOR ASSISTANT DIRECTOR
After our first meeting, I continued to meet her because she showed to be consistently diligent in managing the information that I shared with her.
-
![]()
Joan Cher
ASSISTANT MANAGER
Geri makes me feel very reassured to share my feelings or paranoia about financial worries and concepts.
-
![]()
Nicholas Neo
MANAGER
She is also really patient and client centric - she places your needs and motivations first instead of pushing products to you.
