The discussion always starts with YOU! Your Dreams, your values, your concerns! 

Gregory Fok specializes in working with doctors, wealthy families and business owners and has almost 20 years of consulting experience and designs efficient holistic financial plans for his clients using the 3 circles of wealth – wealth protection, wealth accumulation and wealth distribution. He has written a book entitled Merchant of Time (targeted at Business Owners and Successful families).

He believes strongly that every partnership starts with The Equity-Based Relationship.
His vision is to build strong TRUSTED relationships to impact lives personally through the rigorous process of understanding what stirs the hearts of High valued people and engaging them to create crucial meaningful financial planning decisions by creatively finding ways to value add to these lifelong relationships.

His mission is to constantly adapt and find creative tools that help him to understand and listen intently to you, whilst developing creative strategies that enhance your personal well being and give you confidence about your future and portfolio. He ensures integrity, creativity and engagement, with a belief in process strategies as stakeholders with you in your future.

His experience since 2005 has impacted many lives for the better. A lot of people generally do a lot of ad-hoc planning ranging from insurance, investments, wills, estate planning, borrowings, asset protection etc. Greg’s key strength is to ensure it is comprehensive and well co-ordinated, to avoid Confusion, Conflict and Costs.

He ensures an advisory based process to achieve a balanced and holistic life for their family, career and business.

Greg holds a CFP® (Certified Financial Planner) and has been an expert in terms of his advisory process. Most financial advisors start off by wanting to sell a product. However, he starts off the relationship differently by determining whether both parties are comfortable with each other’s values and process because if both are not aligned, he would find no meaning in even starting the partnership.

This surprises many people he has spoken to, because they were expecting someone to try to sell them something. He’s also very selective about his clients because, he believes quality and not quantity. In a long term relationship,
he wants to understand each and every client very well before he gives his two cents worth to help the other party.

Achievements:

1. Speaker for Million Dollar Round Table (MDRT) Conference (2017, 2018, 2024)

2. Article Contribution for ASME (Association for Small and Medium Enterprise) (2016), HerWorld Magazine (2013), Million Dollar Round Table Magazine (2015, 2018)

3. TV Interview on both ChannelNewsAsia and Channel 5 Common Cents (2013, 2014, 2015)

4. Radio Interview on both Radio 95.8 and Radio 93.8 (2013, 2015, 2018)

5. Endorsement of Advice by Gregory Fok on The Sunday Times (2009, 2012, 2023)

6. Million Dollar Round Table, MDRT (2006-2024)

7. Prestige Raffles Group’s Top Financial Planner (since 2007)