Profile
Investment Adviser with iFAST Global Markets and Associate Trainer with MoneyOwl by Temasek Trust
Chartered Financial Consultant (ChFC®️) and Associate Estate Planning Practitioner (AEPP™️)
Close to 20 years of experience in wealth management and advisory
Zhi Han is an investment advisor with iFast Global Markets and an advocate of balanced, comprehensive wealth planning.
He is also an associate trainer with MoneyOwl by Temasek Trust, where he regularly conducts financial literacy workshops and talks to improve financial knowledge among Singaporeans.
With close to 2 decades of experience in wealth management, Zhi Han works with individuals and families to build cost-effective risk mitigation strategies and long-term wealth through well-diversified portfolios across a wide range of financial instruments.
Leveraging financial technology and a disciplined planning approach, he has worked with numerous individuals and families, helping them optimize their wealth management plan.
Zhi Han is also an accredited Chartered Financial Consultant (ChFC®️) and an Associate Estate Planning Practitioner (AEPP™️).
My Media Appearances
My Advisory Services
Wealth Management
With a purpose-driven approach to your financial affairs, we take time to understand you deeply before structuring a wealth plan aligned with your values and goals.
Investment Management
We focus on aligning your capital with your life goals and structuring portfolios that give those goals the strongest possible chance of long-term success.
Risk Mitigation Planning
Every dollar spent on premiums is a dollar that could be working toward your goals. Therefore our philosophy is simple: Insure what matters, and minimise the costs.
Insights and Literacy
Do You Still Need Disability Income Insurance If You Already Have CareShield Life?
Is CareShield Life Enough If I Cannot Work?
CareShield Life vs Disability Income Insurance: What’s the Difference?
What Disability Income Insurance Covers That CareShield Life Does Not
CPF LIFE Explained Simply: How It Works and How to Choose the Right Plan
My Client Reviews
Zhi Han's advice on risk management and transfer gave me a new perspective on managing my wealth, and his recommendations are based on facts and cost effectiveness. He also helped to keep a very clear picture of my overall financial roadmap as my life stages changed. Keep up the good work!