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Hi, I am James Teo
Senior Financial Consultant
I became a financial consultant to make planning feel less overwhelming and provide more clarity. My approach is simple: honest conversations, thoughtful guidance, and provide support you can count on as you move through life’s important moments. I work with clients at every stage, from their first career steps to family milestones and retirement planning, supporting them in making decisions with clarity and confidence.
My Services
Life brings new milestones, questions, and decisions, and having a clear plan makes all the difference. These are the ways I can support you along the way:
Comprehensive Financial Planning
Aligning your goals, priorities, and finances into one clear roadmap for confidence at every stage of life.
Protection & Risk Planning
Safeguarding you and your loved ones by identifying risks and building a stable, reliable protection plan.
Wealth Accumulation
& Management
Growing and managing your wealth with clarity and discipline to build a strong financial foundation.
Family Stewardship
& Provision Planning
Bringing clarity and structure to family finances by organising key documents and future milestones for long-term peace of mind.
Retirement Planning
Create a retirement roadmap to understand your income, manage your spending, and retire confidently.
Legacy & Generational
Wealth Planning
Structuring your assets to provide lasting care across generations, including Will Writing and LPA/AMD/ACP facilitation.
“James is really knowledgeable about this field of work; i.e. he knows what he is talking about”
James is really knowledgeable about this field of work; i.e. he knows what he is talking about, and for a complete beginner like me, he helps explain things in layman terms so that I can keep up as well. He is meticulous about his work and explains things as comprehensively as he can.
Wing Tin
Client
Professional Accolades
Million Dollar Round Table
(MDRT)
4-Time Achiever
2022 • 2023 • 2024 • 2025
AIA FA Prestige Club
Titanium
2024 • 2025
Platinum
2023
Gold
2022
International Dragon Award
(IDA)
Bronze Dragon Award
(Agent Category)
2023 • 2024
100 IDA Team Award
2023 • 2024
By the Numbers
227
Total clients
535
Total policies
382
Claims approved
SGD 87.6 k
Claims value
SGD 42.9 m
Sum assured
(Death)
SGD 39.6 m
Sum assured
(Critical illness)
SGD 42.6 m
Sum assured
(Total permanent disability)
*Data presented is current as of 31 December 2025.
Let's Connect!
Contact Information
+65 9456 2148
