Talk to Lisa
Your CFP©
Legacy Planner
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Wealth Management Consultant
LISA EU SUH BUEA
MORE ABOUT ME
Based in Singapore
Hi there. I’m Lisa, an accomplished certified financial planner, trainer and dedicated financial coach based in Singapore. I have over 2 decades of finance experience, working with international companies like JTC International, Ascendas, OCBC Bank, Greenpeace and many more. With a deep understanding of financial planning principles and a heart for her clients’ interests, I have since has become a trusted resource in the realm of financial management.
My Guiding Principle:
“We make a living by what we get, but we make a life by what we give.”
MY LOGO & VALUES
People First – Every strategy begins with understanding your unique life circumstances.
Purpose-Driven – Ethical advice focused on creating meaningful impact.
Planning with Precision – Tailored roadmaps for insurance, investments, and estate.
WHAT I CAN DO FOR YOU
Financial Coaching
If you’re feeling overwhelmed by your finances, I can help you develop good financial habits, reduce financial stress, and make smarter money decisions while incorporating policies that fits your needs.
Investment Advice
I can help you create an investment strategy based on your risk tolerance, goals, and timeline, so that you can make your money work for you, instead of letting it sit lonely in your bank.
Retirement Planning
Retirement is the end goal for everyone, and ensuring that money won’t be an issue in your late years is a responsibility that I can help you plan and undertake.
…and so much more!
WHAT I CAN DO FOR YOU
My actions speak for themselves.
Lisa supported us through a smooth and successful transition to a new insurance program and delivered an insightful training session that addressed our team’s questions with clarity. Her dedication, professionalism, and deep knowledge of the insurance landscape were truly commendable. We are grateful for her commitment to ensuring our needs were met with care, precision, and genuine support.
Joanna
CEO
We have known Lisa for more than 10 years. She is a dedicated and professional financial advisor that does not really do any hard selling. Her approach is consultative with details suited to our personal needs. This helps us to better bridge the gaps in our financial and retirement planning. We will definitely continue to refer our contacts to her.
Daniel & Janet
Regional IT Solutions Architect
We were fortunate to be introduced to Lisa early in our careers and when we were starting to build a family. Thanks to her balanced and thoughtful advice, we were able to ensure sufficient coverage for ourselves and dependents as we continued to grow the family. She is always reliable and responsive when we need help on claims for ourselves or our children, providing calming advice during emergencies.
Vermillion & Benjamin (Director)
Human Resource Manager
Lisa is very patient and helpful in explaining and guiding through the various schemes and processes, ensuring that I have a good understanding of my financial plans. She is also very forthcoming and transparent to build that trust with me.
Andrea
Senior Planner in Urban Planning
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