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The Path To A Sustainable Portfolio

Managing Wealth Through Leading Edge Financial Tools and Top-Notch Investment and Portfolio Allocation Strategies.

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Nadiah

Daycare Educator

“Jordan will take the time to understand my finances, give me advice and provide me with insights and information that is useful. Gave me a comprehensive outlook on investments for me to choose which I want best!

Data - Driven
Innovative Solutions

Establishing wealth accumulation through comprehensive market research and analysis, championing you to achieve your investing and saving milestones.

Analyzing Data

Optimal Portfolio
Allocation

Evaluating risk-adjusted returns to achieve positive alpha, providing you with suitable diversification strategies while riding the bulls and taming the bears of the markets.

Comprehensive Wealth Protection

Inflation-proofing your wealth and hedging against uncertainties, providing unbiased income replacement alternatives to ensure wealth continuity.

Indelible Estate & Legacy

Enabling you to manage equitable distributions upon your specification, ensuring an unfaltering legacy for generations to come.

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About Me

Jordan specialises in Family Office and Wealth Management, with portfolios comprising Global Equities (Stocks, ETFs & UTs), Bonds, Cryptocurrencies, and Real Estate (Residential Properties & REITs).

With a Bachelor of Business Administration, Finance & Marketing dual-specialisation (Honours with Distinction) at the National University of Singapore, Jordan conducts comprehensive financial analysis for his clients. He aspires to set up a foundation to help less fortunate people around the world and resonates with a quote by Steve Jobs - “The only way to do great work is to love what you do”.

Scroll through to learn about his journey!

YEAR

2014

Exposure to

Financial Markets

Dabbled into Trading before the Stock market, I learned how to invest by making avoidable novice mistakes and managed to build up a substantial portfolio for myself.

YEAR

2017

Exploring Into

Alternative Investments

I entered the Cryptocurrency markets early in 2017. This has also taught me to manage portfolio risks accordingly.

Testimonials

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HR Executive

LIN YE

"Jordan conducts in-depth financial analysis with the various ratios to discover my financial needs, taking the time to explore several holistic solutions and opportunities based on my risk."

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NAZRI

Engineer

“Jordan takes time to understand my financial position and makes educated, data-driven decisions to help me grow my assets at the pace I’m comfortable with. He never pushes anything and always prioritizes my needs.”

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SAMUEL

Student

“Very friendly and explains financial enquiries well. Has good knowledge on the market and shares them indiscriminately.”

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DANISH

Project Engineer

“Well versed and able to explain clearly to a layman like myself. Always willing to share his knowledge and experience.”

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RYAN

Real Estate Consultant

“Jordan is a friendly and approachable consultant. He is not pushy with his approach and fully understands your needs before giving any recommendation. His objectivity and sincerity are what makes him a joy to work with.”

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NURIN

Supply Chain Executive

“Jordan is super knowledgeable! Can really see that he loves what he does. Always following up, explaining everything in detail. That is why I trust him as my advisor. Would recommend him without hesitation!”

Credentials

Associate REIT Investment Advisor

Master Fund Advisor

Personal Financial Analysis Techniques for Client Acquisition and Retention

Holistic Estate & Legacy Planning Professional

Wealth Management for Wealthy Clients

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