About Us

My parents began their journey in the life insurance industry back in the 1980s. Growing up, I watched how this profession changed lives — how it helped families safeguard their futures and provided a safety net when life took unexpected turns. That foundation shaped the way I view financial planning today.

In 2022, during the Covid years, I made one of the most meaningful decisions of my life — to leave the fund management industry and join my father as a financial planner with AIA.

That step allowed me to see financial planning from a more human side — not just about numbers, but about people, stories, and security.

Over the years, I've achieved MDRT recognition and had the privilege of serving more than 200 clients, each with their own goals, challenges, and dreams. Through this journey, I realised the importance of going beyond traditional insurance — to craft integrated financial strategies that bring together protection, investments, and legacy planning.

In 2025, together with my brother Peter, my childhood friend Wilson, and our close business partners, we founded Heartshaven — a continuation of my parents' legacy, built with modern vision and renewed purpose.

Our mission is simple: to provide comprehensive financial planning that covers every stage of life.

We built Heartshaven with one belief in mind: