Executive Wealth Mentor
One can achieve excellence with passion and right attitude.
Benson Khoo Organisation
B.Bus (Banking)
The Association of Chartered Certified Accountants (ACCA), UK
In every industry, there are those born with talent and those who work very hard for their achievements. Adeline is both.
Her ‘money smarts’ showed up early in life. As a teen, Adeline hatched a sweet but secret plan to help her widowed young mother who was struggling to raise three daughters on a single income as a canteen food seller. Every day, she took it upon herself to set aside a dollar or two from her mother’s money tin. That money, which she presented to her mother around the school holiday time, became the family’s rainy day fund when the stall had to be closed.
Today, a qualified Chartered Accountant and former Financial Controller to various multi-national companies, Adeline is among a rare breed of professionals equipped and experienced in personal financial planning and corporate financial advisory.
While her impressive roster of clients includes many in the high net-worth bracket, Adeline believes that financial resilience is for everyone, including the low income.
The winner of the Hubbis’ “Standard Life Excellence in Financial Advisory Awards” has a passion to make a difference in people’s lives through financial advisory. And not just for her clients. Adeline donates her time and money to help low-income individuals gain sufficient medical and life insurance protection.
She is also grooming an elite group of professionals in their financial planning career. “I developed a system for holistic planning for both financial consultants and clients,” shares Adeline. The system allows essential skillsets and knowledge to be transferred to financial consultants that Adeline is grooming. It also educates clients providing them with financial literacy to make informed decisions.
“She is a natural and who has taken no short cuts to be where she is today – a highly qualified, accomplished and respected mentor.”
– Benson Khoo
Senior Group Director, SG Alliance Pte Ltd.
“I have a different light and perspective of financial planning through Adeline. I am not just another customer to fill the financial planner sale quota but a human being in need of sound and helpful financial planning advice, to have a better life through proper financial advice to make an informed decision. To provide the realistic medical and insurance coverage for my family and love ones. It has always been me as a human being before any products or plans.
I am also inspired by Adeline’s sincerity and authenticity in the LOVE for helping ordinary Joe like me to have a better life through effective long term financial planning.”
– Mr Nay
Client and a Professional
“I saw the power of professionalism in Adeline’s holistic financial planning after my recent diagnosis of cancer.
Her holistic planning allowed me to get compensation during this crisis. My children education fund and my wife retirement plan are all being taken care of. I don’t have to worry about the cost of medical treatment and the more than 2 million mortgages that have kept me worried.”
– The late Mr Tay
Former Business Owner Client
