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229 Mountbatten Road, #02-27

Mountbatten Square, Singapore 398007


© 2016 by Highlife Advisory


Joanna Tan

BSc Banking & Finance and Marketing

(1st Class Hons)

4.5 years in industry before joining Highlife in 2016

Being in the Financial Industry for 4 years, it is not a common sight to see advisers work together as a team. However, in the past 6 months at Highlife Advisory, I have seen how the firm truly embraces the uniqueness and strengths of each individual and puts them together to form an efficient team, producing extraordinary growth and results. It is this synergy built that allows us to excel in all that we do as professionals in Estate Planning for the benefit of our clients.

Within a short period of 6 months, I have reached milestones never made possible. Today, with the support of the team as well as our expertise, I look forward to availing our service to clients of diverse backgrounds and to those who may require a professional to look at their sophisticated financial needs. 

As an African proverb goes, “If you want to go fast, go alone. If you want to go far, go together.” For Highlife Advisory, we have chosen to go together and it is my privilege to be part of this firm.

Derrick Chee

15 years in industry before joining Highlife in 2016

A brief testimonial of my experience since joining Highlife Advisory


My journey with Highlife began about 3 months ago…

I was warmly welcomed by EVERYONE in the agency. It’s heart-warming to finally find what I was looking for all along in my career – an agency with the right culture, family oriented values, and leaders with the right moral compass; of course not forgetting our purpose – to provide detailed one stop financial services for our clients.

Back when we were all at Manulife, Highlife was known for their Estate Planning specialization. This was something I was craving to do as it appeared a professional approach that would allow me to educate my clients and guide them through their financial journey. Though I dabbled in estate planning, working alone without support in this area from my former agency, I had to abandon this approach.

Thinking that the chance of joining Highlife would never arise I continued with my previous agency. But life is full of surprises: my previous manager left the profession and I was invited to join Highlife. Now, I am part of the team! (Be careful what you earnestly wish for because it will definitely come true! Never say never again!)

Have gone through their initial in-house course on Estate Planning – that was really an eye opener for me! I’ve learned so much of value that I look forward to offering my clients. With the experience and expertise of the seniors in the agency, I have faith that my learning and career journey will be filled with much excitement and joy in service to others. Truly a journey worth embarking on!!

Qaiser Bin Zaini

BSc Economics & Management (Hons)

2 years in industry before joining Highlife in 2016

Prior to joining Highlife Advisory, I was from a Financial Advisory firm for about 2 years and selling policies was all I knew. I had always felt that more could be done as a financial adviser for my clients. After having the opportunity to hear about Highlife Advisory's well thought out philosophy and vision of their advisory process, I knew this was the place to be in to pursue a strong practice.

Highlife Advisory has evolved the way I do my planning for my clients as the management focuses on ensuring that we place our client’s interest above ours. In addition, Highlife Advisory has helped me to build depth in areas such as estate planning and investment matters so that I am better equipped with the knowledge and skill to advise clients holistically.

Highlife Advisory welcomed me with open arms and have always been there to provide guidance whenever I have queries. I would recommend anyone who is looking for a firm to develop their knowledge and receive unwavering support to join Highlife Advisory because I took the leap of faith. I can honestly say, I enjoyed every minute of working in Highlife Advisory.

Yayoi Kumita

BA Language & Area Studies

1.5 years in industry before joining Highlife in 2016

I finally realized my calling and found the place and team that truly supports me!

I am really grateful to be part of the Highlife Advisory team and I am very proud to be able to do what we do for our clients. I might be new to estate planning but everyone in the team is always very supportive like a family. I have seen how committed our management is in trying to help each one of us.

I believe we are growing better and better as a team too. Our job requires tons of work but it is really priceless to be able to hear my clients say “Now I have a peace of mind” at the end of the advisory process.