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Hi, I am James Teo :)
Senior Financial Consultant
I primarily work with business owners through employee benefits, succession planning, and buy-sell agreements to protect what they've built.
I also conduct seminars for community centres, churches, and companies helping to bridge financial knowledge gaps.
My Services
Life brings new milestones, questions, and decisions, and having a clear plan makes all the difference. These are the ways I can support you along the way:
Family Protection &
Wealth Planning
Bringing clarity to family finances by organising key documents and future milestones for long-term peace of mind.
Corporate Service &
Employee Benefits
Helping business owners design employee benefits, succession plans, and buy-sell agreements.
Estate & Legacy Planning
Structuring your assets to provide lasting care across generations, including Will Writing and LPA/AMD/ACP facilitation.
By the Numbers
227
Total clients
535
Total policies
382
Claims approved
SGD 87.6 k
Claims value
SGD 2.9 m
Sum assured
(Death)
SGD 39.6 m
Sum assured
(Critical illness)
SGD 2.6 m
Sum assured
(Total permanent disability)
*Data presented is current as of 31 December 2025.
Professional Accolades & Credentials
Million Dollar Round Table
4-Time Achiever
2022 • 2023 • 2024 • 2025
AIA FA Prestige Club
Titanium
2024 • 2025
Platinum
2023
Gold
2022
International Dragon Award
Bronze Dragon Award
(Agent Category)
2023 • 2024
100 IDA Team Award
2023 • 2024
Role & Affiliation
Senior Financial Consultant,
AIA Financial Advisers (AIAFA)
Advisor Alliance Group
MWP General Insurance Services
GetArrange
Certifications
Certified Financial Planner
(CFP)
Certified Estate Planner, getArrange
(Will Writing Services)
Services
Will Writing and Trust
Corporate Services
Insurance and Investment
General Insurance
Seminars
“James is really knowledgeable about this field of work; i.e. he knows what he is talking about”
James is really knowledgeable about this field of work; i.e. he knows what he is talking about, and for a complete beginner like me, he helps explain things in layman terms so that I can keep up as well. He is meticulous about his work and explains things as comprehensively as he can.
Wing Tin
Client
Our Team
Life with Us :)
A closer look at the energy, culture, and everyday moments that make our team who we are.
Beyond client work, we celebrate progress, learn continuously, and build a community that thrives together.
Milestones
2024 IDA Conference Speaker
In 2024, I was honoured to be selected to speak on the International Chinese Conference stage, sharing my journey in advisory and team building with nearly 3,000 practitioners worldwide. It was a truly memorable moment and something I never imagined myself doing on such a big stage.
Let's Connect!
Contact Information
+65 9456 2148
