Hello, I'm Marv, a Certified Financial Planner™
I help my clients to build active cash flow to replace income.
Marv is a well-versed Financial Services Manager who has been in the financial industry for more than a decade.
He focuses on empowering his clients through equipping them with the knowledge to improve their financial literacy.
Marv's mission is to understand his clients and provide them with personalized services, from investments, insurance, to legacy planning. His clientele comprises mainly mass affluent, SME business owners and professionals.
Today, Marv works primarily through personal introductions from his clients who continuously refer their friends and people around them to him.
Accreditations:
Associate Estate Planning Practitioner®
Certified Financial Planner™
Million Dollar Round Table (MDRT)
Wall of Trust
HE IS A FRIEND WHOM I CAN TRUST AND CONSULT
As my financial advisor Marv has provided sound and invaluable advice on managing my long-term and immediate financial status.
He is very focused on what the client really needs to sustain a stress-free future while still being able to maintain the desired lifestyle. He brought up important issues that I have never considered before and he made recommendations respectfully and unobtrusively. Furthermore, he made time and effort to understand my background and sentiments. Over the few years I have known him he is more than an advisor; he is a friend whom I can trust and consult with the confidence that he always has my needs and well-being in mind.
Shirley leong
Retiree | Former MOE
KNOWLEGEABLE, AND PROVIDE VALUABLE ADVICE
I would like to take this opportunity to thank you for your patience, thorough review, and the valuable advice provided to my financial situation.
Your great personality, thoughtfulness, and in-depth knowledge allow me to have a better understanding of my financial needs and situation.
Through your fast and responsive action that provides me with up to date information from insurance to mortgage loans, helps me make a decision which reduces certain doubts that I have had before.
I am glad and happy to know you and would not hesitate to be your referral whenever required.
EVELYN TAN
Senior Account Executive
putting client's interest first
Financial advisors are everywhere but rarely would you meet someone who puts his/her client’s interests before his/her own.
Marv is a gem – he prioritizes getting a holistic picture of your circumstances before advising any course of action or product. My husband and I are surprised but thankful that he has the courage to say when it is or it is not the right time for us to invest. He proactively shares information when it is relevant and makes strong recommendations when required.
We wouldn’t be able to navigate our financial journey well without him, especially being foreigners in Singapore.
Very thankful for your sincere help and strongly recommend him to anyone needing financial guidance.
Christine & john
accounts manager | operations manager
retire with confidence!
Marv has always been patient and thoughtful when it comes to planning for my family and me. You can feel his genuine concerns for his clients rather than being sales orientated. He is knowledgeable and updated with the market.
Thank you for the in-depth financial report. It allows me to understand my financial health and enable me to look forward to retirement with confidence.
Knowing that he has always placed our needs as the top priority, I feel assured in recommending people around me to him for financial planning.
joe cher
sales manager
more than just a financial consultant
Having known him since 2012, Marv is no longer just our financial consultant, but a trusting family friend who is always there for us.
Marv is well-versed and has first-hand knowledge of the myriad of products and options that are available in the market today. We really have him to thank for the comprehensive and well-thought-out plans that he takes time to tailor for us and our dependents over the years. It sets our minds at ease, knowing that our children and parents will still be taken care of during times of unpredictability!
I would strongly recommend Marv's services to anyone at any stage of their lives. You can always count on him to give professional advice that meets your changing needs and matches your level of financial comfort.
ms lee
teacher
honest & professional
I met Marv sometime back in 2019 during one of the PIAS seminars. My dealing with him have been very professional and focussed on long term retirement planning and insurance needs for self and the family.
The underlying factor for me to work with Marv was his honesty and professional advice which helps me make sound decisions on my financial and insurance matters.
I have also recommended few of my colleagues and friends to talk to Marv when it comes to financial planning or insurance related matters. Based on my dealings, I would strongly recommend his services.
Vasishtha Tandan
director
professional and genuinely cares for clients
Marv has been my family Financial Planner for more than five years. I find him a very knowledgeable professional who genuinely cares for clients’ needs and provides useful advice and recommendation.
Marv is always updated with the market and can make appropriate recommendations that are suitable in different stages of my life. He gives options from various insurance companies and does up financial reports to ensure the suitability of his proposals.
My family is pleased with his service rendered and will highly recommend him to anyone looking for a professional financial advisor.
Anandram Narasimhan
director
We have Two Webinars available to benefit your future.
Legacy Planning
Retirement Planning
About
Marv is a well-versed Financial Services Manager who has been in the financial industry for more than a decade.
He focuses on empowering his clients through equipping them with the knowledge to improve their financial literacy.
Marv's mission is to understand his clients and provide them with personalized services, from investments, insurance, to legacy planning. His clientele comprises mainly mass affluent, SME business owners and professionals.
Today, Marv works primarily through personal introductions from his clients who continuously refer their friends and people around them to him.
Work | Credentials
CREDENTIALS
Associate Estate Planning Practitioner (AEPP) ®
Certified Financial Planner™
Million Dollar Round Table (MDRT)
WORK
Professional Investment Advisory Services (PIAS)
I am an authorised Financial Adviser Representative from Apex Private Wealth Management, an authorised group of Financial Adviser Representatives from Professional Investment Advisory Services Pte Ltd.
MAS RNF No.: LLW300074638