Clients Eleanor Works With:
- Legal Counsel
- Business Owner
- Associate Principal
- Armed Forces Personnel
- HR Director
- Medical Doctor
- Freelance Swim Coach
- Senior Prison Officer
- Investment Analyst
“Having money provides possibilities for a better quality of life. On the other hand, the lack of it creates limitations that can sometimes break families.”
Extracted from Providend’s purpose statement, this is a quote that resonates deeply with Eleanor.
Being born in a big family where they are asset rich but cash poor, needs were aplenty but there was only this much to go around. As a result, Eleanor grew up to be quite a nifty saver and sound financial planning quickly became a core tenet of her life.
Eleanor brings with her more than 2 decades of experience in the wealth management industry with a specialisation in retirement and investment planning, She is passionate in helping her clients thrive where money and life intersect. She firmly believes that a thriving life has to do with more than money and it all starts with making a decision on your life goals.
Professionally, Eleanor is a Certified Financial Planner (CFP) licensee and a member of the Financial Planning Association of Singapore (FPAS). She received her Masters of Quality Management Degree from the University of Wollongong, Australia.
Outside of work, she is a mother of two, an outdoor enthusiast and also a home cook with the sensibility of an expert nutritionist. Also, just in case you are wondering, she has 13 siblings altogether- enough to form a rugby league!
– MW Chang
– C. Seet
– SH Chen
As you journey through life, the phases of your retirement planning process should progress with you. However, many retirement planning instruments available are meant for the earlier life stages and near-retirees are sold products that may never help them reach their nest egg requirement.
Watch this video to learn the different phases of retirement planning and the problem retirees are encountering while planning for their retirement in Singapore.