Hi, I’m Vera! The Finance Mom
Hi, I’m Vera, seasoned financial consultant and dedicated mom, helping families, business owners, and expats maximise both their time and wealth.
With tailored strategies in education planning, retirement, and wealth protection, I guide you towards financial confidence and freedom. My approach is precise, efficient, and designed to secure your family’s future while letting you enjoy life today.
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Alexa Young, Product Manager
Accolades
Club Memberships
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AIA FA Prestige Club (Titanium): 2024, 2022, 2020
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AIA High Net Worth Prestige Club (Personal Wealth Manager): 2024, 2022, 2021
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AIA FA Prestige Club (Gold): 2023
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AIA FA Prestige Club (Platinum): 2021
Industry Recognition
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Million Dollar Round Table: 2024, 2023, 2022, 2021
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International Dragon Award – Bronze Dragon Award (Agent Category): 2024, 2022, 2021, 2019
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100 IDA Team Award: 2024, 2022, 2021, 2019
Professional Qualifications
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Certified Affluent Wealth Adviser (CAWA)
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Associate Estate Planning Practitioner (AEPP®)
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Associate Financial Planner (AFPCM)