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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.
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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)
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*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
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100 IDA Team Award
2023 • 2024
Role & Affiliation
Senior Financial Consultant,
AIA Financial Advisers (AIAFA)
Advisor Alliance Group
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MWP General Insurance Services
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GetArrange
Certifications
Certified Financial Planner
(CFP)
Certified Estate Planner, getArrange
(Will Writing Services)
Services
Will Writing and Trust
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Corporate Services​​​​
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Insurance and Investment
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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
