Financial Services Director of Brilliance Advisory
Dave Loh
Who is Dave Loh?
Dave Loh is an all-rounder: Financial Planner, Author, Ideas’ Creator, Trainer and even a Host!
His journey started in 2014, where he started designing, planning, and executing clients’ portfolios. He specialises in managing and building wealth for clients across Asia, mainly Singapore, Malaysia, and China, where he has worked on a wide variety of investments, insurance, legacy, and financial planning tools on behalf for more than 250 clients. In addition, he is currently building his team, Brilliance Advisory, and is looking out for like-minded individuals to march towards an inspiring vision.
Dave’s list of accomplishments is testament to his hard work, from earning the prestigious MDRT to being awarded the International Dragon Awards (Bronze)! He has also been interviewed on 88.3 Jia FM and wrote multiple financial articles on multiple media platforms such as Prime Magazine and《高峰》Magazine.
His journey started in 2014, where he started designing, planning, and executing clients’ portfolios. He specialises in managing and building wealth for clients across Asia, mainly Singapore, Malaysia, and China, where he has worked on a wide variety of investments, insurance, legacy, and financial planning tools on behalf for more than 250 clients. In addition, he is currently building his team, Brilliance Advisory, and is looking out for like-minded individuals to march towards an inspiring vision.
Dave’s list of accomplishments is testament to his hard work, from earning the prestigious MDRT to being awarded the International Dragon Awards (Bronze)! He has also been interviewed on 88.3 Jia FM and wrote multiple financial articles on multiple media platforms such as Prime Magazine and《高峰》Magazine.
What Makes You Unique In The Way You Approach Your Work?
As an adviser, Dave understands that financial planning is not a stand-alone event. This led to him developing his skills and becoming a well-rounded service provider. By covering all aspects of planning from laying a strong foundation to planning for retirement, Dave has all bases covered!
Having been in the industry for 10 years, Dave has gained valuable insights and understanding to his clients, especially to the community of Malaysians working in Singapore. This has allowed him to provide custom-tailored solutions and support his clients. He is also working on organising events and seminars, to equip them with financial literacy skills! As a leader, Dave believes that the best learning takes place in an environment of fun and is always on the look out for innovative ways to engage his team and clients.
Having been in the industry for 10 years, Dave has gained valuable insights and understanding to his clients, especially to the community of Malaysians working in Singapore. This has allowed him to provide custom-tailored solutions and support his clients. He is also working on organising events and seminars, to equip them with financial literacy skills! As a leader, Dave believes that the best learning takes place in an environment of fun and is always on the look out for innovative ways to engage his team and clients.
If One Were To Bump Into You Outside Of Work, What Would You Likely Be Doing?
Just like his services, Dave is a well-rounded traveller! Having explored over 30 countries, he enjoys new experiences in both nature and city locations. He is also a budding wine connoisseur, a casual MuayThai enthusiast and BearBrick collector.