Daniel Tay

Daniel Tay

郑志强

AIA Financial Services Consultant

9797 4225
zheng@aia.com.sg

My Work Promise:
I am committed to helping my clients reach their full career potential and achieve their financial goals, so they can enjoy the things and relationships that matter most to them.

Eyes on the Prize: My Financial Focus Areas

Personal Financial Planning:

Imagine a future without financial constraints, prepared for uncertainties, and free to cherish what matters most. As your financial services consultant, I aim to turn this vision into reality with personalised strategies, education, and support.

Corporate Financial Services:

I help companies design and manage employee benefits programs that align with their goals and values, enhancing employee engagement and satisfaction through targeted financial literacy and wellness programs.

Builders Financial Employee Benefits Dedicated Team Support

Crafted by Experience

Bachelor of Commerce, Honours First Class, University of Queensland
Certified Financial Planner™
Advanced Certificate in Training and Assessment
Experience with PricewaterhouseCoopers, DBS Bank, and Citibank
Founder and Director of KapitalMinds Pte Ltd, providing Certified Financial Planner training

Specialities

Wealth Accumulation & Management Strategies
Cash Flow Management & Budgeting
Risk Management & Insurance Planning
Investing & Investments
Wealth Preservation & Business Continuity
Estate Planning
Employee Benefits Design & Management
Employee Engagement Programs
Financial Literacy Training & Education
Health & Wellness

Ready to take the next step towards financial resilience and independence, or transform your corporate employee benefits and engagement? Contact me today to achieve your financial goals together.