Understanding of clients needs lead to clarity of objectives and focus on performance

We work hand-in-hand with clients to forge synergistic partnership to achieve financial success


Experience and mission of The Financialists is built on trust

The Financialists™ was established as Harold Ng & Associates back in 2002. Harold Ng & Associates has earned the trust of clients through the years of assisting them in building financial security and providing peace of mind to them and their families.

The founder Harold Ng, was expatriated in 2006 to Indonesia as President Director and CEO of PT Great Eastern Life Indonesia. Now based back in Singapore, Harold is eager to share the secrets of his success, and grow the business systems he has set up over the years. The ability to translate his sales experience and knowledge explicitly to his team is unique to Harold. Harold consistently seeks to expand his expertise, and is currently the only Singaporean attending the Strategic Coach Program in Chicago.

In 2019, Harold Ng & Associates rebranded to The Financialists™. The name change corresponds with the vision to lead the industry in providing dynamic and comprehensive financial planning in Singapore. Harold also created The Financialists™ consulting methodology, which he actively coached The Financialists™ Planners and equips them for their own successful careers.

The agency boasts a proven portfolio consistently maintained over the last decade. To date, a significant number from the team belong to the Million Dollar Round Table and Court of the Table, prestigious international trade associations. Being one of the top agency groups in Great Eastern Life Assurance Co Ltd Singapore, the agency also produces the highest concentration of MDRT producers. 
 
The agency offers a comprehensive portfolio of products from personal insurance to business insurance, and retirement planning to estate planning in Singapore, with total account development capability. 

Finance

The Financialists Singapore

Harold Ng

Jovi Lim

Jimi Liew

Alan Lee

Pauline Ng

Roger Heng

Celia Tai

Bernard Yeo

Freddie Heng

The Financial Services Team at The Financialists™ Singapore is responsible for providing comprehensive financial planning and advisory services. This includes personal and business insurance solutions, retirement planning, and estate planning. They work closely with clients to build financial security and peace of mind, utilizing the unique consulting methodology developed by founder Harold Ng. The team is noted for their expertise and includes several members of prestigious international trade associations such as the Million Dollar Round Table.

Financial Services Team

About

Team members