Anita Caswell Ng
Executive Wealth Manager
Anita Caswell Ng | Executive Wealth Manager
I first joined the financial planning profession as a junior officer in my mid-twenties. My reason for joining was the nature of the job itself, and the opportunity to work face-to-face with people.
Since then, I have become an adviser in a multi-cultural independent financial advisory firm, providing holistic financial planning advice to a wide range of clients. In 2012, I acquired my CFP qualification.
I have extensive experience working with professional women, helping them achieve their personal financial goals. Another one of my key areas is protection, primarily arranging medical insurance for individuals and SMEs.
Licenses and Qualifications:
- Certified Financial Planner
- SFC Licensed
- IA licensed
- MPF Licensed
Get to know me
I like to spend my time outside of work…
Meeting new people, listening to motivational talks, keeping fit and healthy, and most of all spending time with my family.
My favourite place in the world is…
Home. Where family is with you, that’s home.
The motto I aim to live by is…
If you can dream it, you can do it.
Somewhere I’d like to visit but haven’t made it to yet…
Southern Italy, for the beautiful weather, good food and lifestyle.
The person I’d most like to share a meal and conversation with is…
Myself when I was 20. I will tell her to explore the world, open up to all possibilities and believe in yourself.
The three things guaranteed to make my day better are…
A hug from my loved ones, a morning talk with my business partners, and 25 push ups.