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I firmly believe that every problem has a solution.

A financial advisor with a passion for providing the best possible service to my clients. My personal motto is to always do right by my clients, and I firmly believe that this approach has been instrumental in building long-lasting relationships with them.

 

I firmly believe that every problem has a solution, and that proper planning and communication are key to finding the best possible solutions for clients' individual needs. With this in mind, I work closely with my clients to create tailored financial plans that take into account their financial status, budget, liabilities, assets, and current income.

Hi, I’m Joel Liao!

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What I’m passionate about

My ultimate goal is to ensure that my clients are covered holistically, with retirement and legacy planning in mind. To achieve this, I plan clients' portfolios with their best interests at heart, always keeping their long-term financial goals in mind.

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Maternity, Family, Legacy Planning

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Wealth & Retirement Planning

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Holistic Health & Protection Planning

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Corporate Solutions & Employee's Benefits

Hear from my clients

Joel’s been awesome at finding the most suitable coverage for me. A professional and a pleasure to deal with. Always has the answers for me and is quick to respond. One of the many reasons why will remain a loyal customer. I definitely recommend Joel Liao!

Darren Chew

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My achievements and accolades

Financial Services Consultant

4 years of experience/with VA

MDRT Qualifier

HAVE A QUESTION?

I’d love to help you with your journey in financial planning

+65 8693 8889

joelliao@aia.com.sg

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