Teri
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Senior Wealth Manager
Teri is a dedicated Wealth Planner and a Chartered Financial Consultant (ChFC) with over 20 years of experience in the financial advisory space.
Deeply passionate about working with individuals and families, Teri prioritises building lifelong relationships grounded in trust, understanding, and shared goals.
Her work also extends to corporate and business clients, where she advises on employee benefits and Commercial General Insurance, helping organisations safeguard their workforce and strengthen their risk management strategies.
She believes that financial planning goes beyond wealth accumulation—to her, it’s about creating a sense of security and peace of mind while providing flexibility for her clients at every stage of their lives.
As more people move away from the idea of simply retiring at old age—instead, embracing multiple intermittent retirement periods—Teri’s focus has shifted to helping clients plan more intentionally. With this shift, she is able to help her clients transition through their life stages with clarity and confidence.
Her goal is to help individuals achieve financial independence while ensuring their loved ones are protected and supported, enabling them to live meaningful lives on their own terms.
Teri is blessed with a closely knitted family, and they have shaped her to be the person she is today. She is extremely grateful for their love and support and is thankful to be able to effectively manage her time between family and work.
WHAT PEOPLE SAY
Wyn I.
Assistant Director, All Hearts Pte. Ltd.
If you want a consultant who actually understands the human side of HR, I’d highly recommend Teri.
She acts as a genuine bridge between our employees and the providers.
Our consultant is approachable, clear, and incredibly patient when explaining benefits to our staff.
Knowing that our people are in good hands—and that Teri is personally committed to ensuring they get prompt medical treatment—gives me a lot of peace of mind.
The efficiency with which they handle claims and administrative queries provides our team with peace of mind.
Moreover, the wide reach of the clinic panel ensures that professional medical attention is always within reach, allowing for prompt treatment and a better overall healthcare journey.
These collaborations have been instrumental in making our benefits more accessible and user-friendly.
M.L.
Corporate HR
Our experience with Teri has been top-notch.
Teri is reliable, efficient and always go the extra mile to provide expert advice. The level of support we receive is outstanding!
Our employees appreciate the convenience and it's clear that the group insurance benefits are more well rounded and impactful.
I'd say that working with you feels like having an extra member on our HR team.