Loke Jia Sheng Daniel
ChFC/S, AEPP,
Associate Financial Services Manager
Having accumulated almost a decade of experience in both banking & financial planning industry, Daniel has been able to serve clients from across all age groups and nationality.
With his past experience as a Foreign Exchange Banker, he has that acute sensitivity towards currencies and financial figures, which makes his planning one of a kind and specifically more so for foreign clients wanting to set up a financial foothold in Singapore's Financial Hub.
Daniel currently leads a team of mid career switchers including Ex Managers and Doctor in their renewed career taking care of client’s financial wellness, the vast expertise of his team ensures that his planning is always meaningful and precise despite clients from a multitude of backgrounds.
Daniel also strives to do his best so that he provides his client the best. As a Certified Chartered Financial Consultant (ChFC/S), Associate Estate Planning Practitioner (AEPP) and also a recognised Premier Financial Consultant who has achieved the prestigious Million Dollar Round Tabel (MDRT) award multiple times, you can be assured that Daniel is one who knows what he is doing for his clients.
1. Md Zahid
*What you taketh from CPF, they must taketh back from
This means that when you sell your HDB flat, you not only have to contribute back the amount you used from your CPF but also the "would be" amount of interest gained should that amount were to still be in your CPF account.
All this while I only heard bits and pieces of this but i never understood it until I met Daniel. After meeting him, I understand now that CPF is really ultimately for retirement.
This info changed my perspective of my life:
-The younger days are done. Memories are indeed memories.
-Retirement period. No matter how you live your life, by this time, CPF got you covered and to make sure you are really covered, grow it. I invested an additional 20k+ of my CPF to grow it! Daniel helped me with it.
-I'm 32 now. In the mainstream of my life. If anything happens I am covered. This handsome guy helped me with the suitable insurance plans.
2. Ashish
-Daniel recommended the plan actually I was looking for. He is quickly able to understand the client's needs.
-Daniel highlighted the most important points which I may not have thought about. He is able to explain the plan in simple language and yet detailed at the same time.w
Client Testimonial
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Awards
Quality Club Elite 2021
Star Club 2021
Premier Consultant (Bronze) 2021
MDRT 2021, 2022