Nicholas Soh has been a prominent figure in financial planning for over 13 years, specialising in retirement, estate management and the complexities of Singapore’s CPF regulations. His extensive experience has allowed him to build a strong reputation for serving mass affluent and high-net-worth clients. Nicholas is known for his holistic advisory approach, where he intertwines risk management with tailored financial strategies to meet his clients’ specific objectives. He has achieved multiple MDRT and COT awards, underscoring his dedication to excellence in the industry.

In his role as a financial advisor, Nicholas prioritises active listening and understanding. He values his clients’ unique circumstances and strives to create customised financial solutions that address their needs without being pushy. His professionalism is reflected in his meticulous follow-up and documentation practices, minimising misunderstandings and enhancing client trust. Nicholas is also committed to empowering fellow advisors, helping them achieve breakthroughs in their careers, He focuses on fostering a collaborative community where advisors can support each other, helping them to develop effective work process and systems. His emphasis on structured work processes underscores the importance of efficiency and effectiveness in delivering exceptional client service.

Outside of the long hours of his professional commitments, Nicholas enjoys quality time with his family, especially his two-year-old son. He believes in maintaining a healthy work-life balance and often spends his leisure time engaging in family activities.