Preserving Wealth and Values that transcend generations
ACQUITY is beyond Financial ProductsWe help you look out for any factors that might be obstacles to your goals, including any life situations or career and business situations.
We also strongly focus on making sure you can maximize all the opportunities in your life. In short, we bring Prosperity to you and help you keep it.
Quick Facts about ACQUITY
Clients to Date
Ranked of 100 Teams
Years in Business
Join Our Team
If you can see yourself being mentored by the best to be the best, come in for a chat. You can trust us to give you the most optimum perspective on your career.
We are ACQUITY
We only succeed when you succeed.
Joseph Tan Kok Hian
DirectorJoseph Tan is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is also a Life Member of the Million Dollar Round Table (10 years).
Senior Financial AdviserJasmine graduated with Bachelor in Banking and Finance in SMU. She has 8 years of experience in investment operations and last worked in JP Morgan. She is a Senior Financial Consultant and a multiple Star Club award recipient.
Wong Jie Bin
Senior Financial AdviserJie Bin graduated from NUS with a major in Psychology. Being in the financial planning industry since 2012, she has qualified for various awards like Quality Club Elite since the first year of her professional career.
Operations ManagerGena graduated with a Bachelor in Communications, majoring in Public Relations and Journalism, in University of Newcastle. She is a specialist in the operations of ACQUITY.
Client Relations ExecutivePhoebe is an undergraduate in Murdoch University, majoring in International Business and Management. She is formally from the Banking sector. Currently, she specialises in Client Relations in ACQUITY.
Operations ExecutiveSindy graduated with a Diploma in Engineering from Singapore Polytechnic. She is a Personal Assistant with more than 10 years of experience working in major MNCs.
Get in Touch
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