We are a specialist team of experienced advisers dedicated to providing customized estate planning services for the benefit of individuals, families and businesses.
To be the estate planning practice of choice in Singapore and Southeast Asia, helping clients achieve financial security and freedom.
As Trusted Advisors, backed by a team of like-minded professionals, we journey with our clients towards their financial security by providing holistic, client-centred solutions through financial and estate planning for individuals, families and businesses, thus securing their future for an enduring peace of mind.
Our Core Values
An unrelenting emphasis on the best interests of our clients;
A proud hold on client’s trust by keeping in all business and personal
information strictly confidential;
A tight embrace of high ethical standards in the conduct of our profession;
An assiduous devotion to full disclosure so clients can make informed decisions;
A joyous sharing of skills and resources of the team to offer the highest value to clients;
An unwavering commitment to bring to our clients only the best available with our partners.
"None of us is as smart as all of us"
- Ken Blanchard
Meet The Team
Director, Financial Advisory
The driving force at Highlife Advisory, Jeffrey leads a team of Managers who together with him are constantly developing new and unique client centered solutions to the ever changing financial landscape. His dedication extends to developing Advisers who can adapt to the demanding rigors for the advisory profession.
At Highlife, Jeffrey also creates for his team of Managers and Advisers, an environment rich in opportunities to grow and shine. His innovating spirit paved the way for the recognition of his team as specialist in Estate Planning. Not one to rest on his laurels, he currently leads his team towards giving unique value to clients with fee-based advisory services.
Head, Professional Development
Joseph Rozario shares the depth of his experience with his clients through estate planning. As one of the pioneers in the field, he has helped many financial advisers make the transition from the traditional financial planning approach to a more holistic approach for the client’s financial well-being. He is also a frequent speaker at seminars, specialising on wills, trusts and estate planning.
Attracted to a profession that finds resonance with her core value - being of service to others, Catherine Tan brings to the table an in-depth knowledge of estate planning, borne out of several years of experience in the financial industry.
Clients invariably laud her caring and compassionate nature, which manifest in her carefully crafted estate plans for multigenerational families. She is also a much sought-after speaker on the subject of wills and estate planning. She leads her own team of fully trained Estate Planners who share both her values and dedication.
Head, Business Development
Having witnessed the influence money can have over lives, Huishan embarked on her journey with Highlife Advisory with a commitment to the building of a professional financial practice to benefit the wider community.
A strong advocate of financial education, she is constantly engaged in developing the firm’s professional expertise and extending reach to various communities bringing financial literacy in the most practical, sensible and sustainable way. The by-product of her passion is evidenced by numerous testimonies from clients and partners impacted by her calling as well as industry awards including Qualifying Member of the Million Dollar Round Table (MDRT).