Who We Are
OPL is headed by Philip Loh, who has been providing quality financial planning since 1998. We are constantly investing in research with a global perspective, to seek out the best investment opportunities for our clients.
OUR MISSION
We aim to provide innovative & effective financial solutions and quality services to meet our clients’ needs and goals.
OUR OBJECTIVES
- To lead you to the day when work’s purely for fun
- To help you plan so as to attain financial security for rainy days
- To walk and plan with you in every phase of your life stages
- To provide excellent customer service and support with a team approach
Our Team
Philip Loh
Rep No.: LCH200084973
Chartered Financial Consultant
Chartered Life Underwriter
B.Acc (Hons)
PhilipLohCH@rep-sg.greateasternlife.com
Tammie Ng
Rep No.: NBL200092566
Chartered Financial Consultant
B. Comm Studies (Hons)
TammieNgBL@rep-sg.greateasternlife.com
Gan Soon Lee
Rep No.: GSL200085404
Certified Financial Planner
B. Eng (Hons)
GanSoonLee@rep-sg.greateasternlife.com
Wu Juan
Rep No.: WJX300138593
Associate Specialist in Estate Planning
Chartered Financial Consultant
B. Acc (Hons)
Garry Wong
Rep No.: WSL300281571
Chartered Financial Consultant
BSc. Applied Mathematics
Owen Tan
Rep No.: TWO30152302
BA (Hons) Engineering
Joseline Ang
Rep No.: ALC200094909
Bachelors Degree in Biz Ad (BBA)
Anglaycheng@rep-sg.greateasternlife.com
Catherine Tan
Rep No.: TLP200081845
Zoey Fu
Rep No.: FKH300206772
Chartered Financial Consultant
B. Eng (Hons)
ZoeyFuKH@rep-sg.greateasternlife.com
Chong Wei Jian
Rep No.: CWJ300515123
Chartered Financial Consultant
B. Bus (Hons)
ChongWeiJian@rep-sg.greateasternlife.com
Our expertise
One-stop Planning System
Designed to consolidate all your financial needs, this is a complete planning and support system to help you achieve your life’s goals and aspirations, providing you with better clarity and greater confidence about your financial future.
All of our systems and processes aim to protect the long-term business relationships we have built with our clients. We believe that our valued clients, who have entrusted us with their unique business and personal concerns, deserve the highest standard of service and advice.
WEALTH MANAGEMENT
Our carefully construed money management systems address the shortcomings of many portfolio management systems on the market, helping our clients achieve potentially favourable returns within a risk-controlled environment.
Our unique investment strategies aim to help our clients capture positive returns, even in the most challenging market conditions. Our track record is attested by the support of our clients in their purchase of Investment-Linked Policies from Philip over the past two decades.
LEGACY PLANNING
Our unique estate planning model addresses the concerns of the many high net-worth individuals we advise. You can’t take your wealth with you, but you can certainly decide how it should be left behind – and we aim not only to capture the financial wealth of the individual, but also the “intellectual” wealth.
Most wealth dissipates within three generations. True wealth perpetuates if wealth is passed down successfully to future generations. Contact us on leaving behind a successful legacy today.