Leadership by Example

This is the most important Core Value that Dave strongly believes and adheres to in his Life Journey. Dave believes the best form of planning for his investors is to Lead by Example, and plan his clients’ portfolio like how he will plan for himself.

Dave was previously an Air Force Officer (Captain 2) where he served with distinction and pride in his 6 years’ career stint. He left in mid-2019 to pursue his investment passion.

Dave specialises in investing for the High Net Worth/Accredited Investors/C-Suites Executives through a portfolio of funds and bonds based on his selective indicators and in-depth analysis.

Through his vast experience and niche skillset, he has also helped his retail clients grow their wealth using the same methodology specially curated for his High-Net-Worth clients.

Dave is also an Award Winning Investment Professional who attained one of the most prestigious awards, the “Court of Table” in 2020, making him the top 1% Finance Professionals and Asset Portfolio Managers worldwide based on industry standards.

In 2019, he was also awarded the Highest Investment Accolade (Platinum Award – i.e. $500k gross revenue) in his company of 600+ Investment Professionals; a feat only attained by one or two others in their first year in the company’s decade history.

Highly valued and prized for his strong academics and acute investment analysis, he is now part of the branch’s key investment team where he charts out strategies for the Global Markets.

During his free time, he enjoys scuba diving, canyoneering, mentoring/coaching and volunteering.