Gigi Soh
苏筱兰
AIA Financial Services Consultant
8838 1281
gigi@aia.com.sg
Protect what matters. Grow with purpose. Leave a lasting legacy.
Corporate Finance Expertise.
Personal Financial Advice.
Legacy That Lasts.
About Me
For over 20+ years, I built my career in corporate finance, leading finance functions across Singapore, Hong Kong, China, and Taiwan. As a Chartered Accountant and senior finance executive, I managed multinational finance teams, and advised boards and business leaders on financial strategy, governance, compliance and risk management.
Somewhere along the way, sitting in boardrooms and reviewing balance sheets, I noticed something that numbers alone could not capture: the people behind the businesses — owners, employees, and their families — often had no clear plan to protect their wealth or preserve their legacy when life takes an unexpected turn. That realisation inspired me to pursue a more meaningful path.
Today, I work with individuals, families and business owners to develop holistic financial solutions covering personal protection, retirement planning, wealth accumulation, estate and legacy planning, business risk management and employee benefits.
Drawing on my corporate finance background, I approach every recommendation with strategic thinking, objectivity and meticulous attention to detail. Every financial plan is carefully tailored to each client’s unique circumstances, goals and aspirations.
关于我
我是一名新加坡特许会计师,拥有超过二十年的企业财务与管理经验,曾于新加坡、香港、中国及台湾担任跨国企业财务管理及高层管理职位,负责跨国团队管理、企业治理、风险管理及财务策略规划。
我将多年企业财务与管理经验,延伸至财富规划领域,希望结合财富管理、风险规划及财富传承的专业知识,为个人、家庭及企业主提供更全面的财务规划服务。
我的服务涵盖:
- 人身保障与退休规划
- 财富累积与资产配置
- 遗嘱、信托及财富传承规划
- 企业风险管理与商业保障
- 企业员工福利计划
我始终相信,每位客户的情况都独一无二,因此每一份建议都应以客户的目标、家庭需要及人生规划为出发点,而不是单纯销售产品。
我的使命,是协助客户在人生不同阶段建立完善的财务基础,让财富不仅能够累积,更能够安全地传承给下一代。
My Work Experience
- AIA Singapore Private Limited since 2022
新加坡友邦保险 - Wynstar Advisory Pte Ltd (2019~ Present)
星耀咨询有限公司 - Kingpoint Technology Group (VP Finance, China/HK/TW/SG)
(2012 to 2019) - Ether Optronics Inc (2005 to 2012)
- iQue (China) Ltd (2003 to 2005)
- Unigraphics-EDS (2002)
- Pinnz Group (Financial Controller, SG/HK/MY) (2001 to 2002)
- Acer Computer Int’l Ltd (1995 to 2000)
- Sunright Limited (1992 to 1995)
Beyond the Profession|专业之外
I believe in lifelong learning, exploring new ideas and connecting with people from all walks of life. Every experience and conversation broadens my perspective and inspires me to keep growing.
我相信终身学习,也享受探索新事物及与不同背景的人交流。每一次学习、每一次相遇,都为我带来新的视野与启发,让我始终保持好奇心、开放的思维,并相信这些经历不断丰富我的人生,也让我成为更好的自己。
Achievements and Professional Development
Certified Affluent Wealth Adviser Level 1 (CAWA) (2026)
Certified Financial Planner — M1/M2/M3 (2025~2026)
Estate & Succession Practitioner @ Precepts (2024)
IBF Advanced Level 2 Financial Planning (2023)
AIA Employee Benefits Specialist (2025, 2026)
GoalsMapper Practitioner (2022~)
MAS Rep No. SSL300685773 (since 2022)
Chartered Accountant of Singapore (since 1995)
Fellow, Association of Chartered Certified Accountants — FCCA (1997–2020)
Awards and Recognitions
Million Dollar Round Table MDRT (2026)
AIA SuperStar Club (2026)
AIA Prestige Club (HNW & Affluent) (2025, 2026)
AIA Million Dollar Club (MDC Gold) (2025)
View more
Our Team
Sandra Phua Siang Kiang
潘婵娟
9816 6143
sandra.phua@aia.com.sg
AIA Senior Financial Services Consultant
AIA Regional Employee Benefits Specialist
Louise Lai Ying Ci
8482 9755
louiselai@aia.com.sg
AIA Financial Services Consultant

May Lim Jin Yng
林静盈
Agency Support Executive











