We are a team of dedicated “Financial Coordinators” and “Directors”.

You can count on us to walk life’s journey with you, providing the structure for your financial success every step of the way.

Vision

To be the Trusted Foundation for our clients and associates to build their financial success on, and to provide the impetus for their continued financial growth.

Mission

We grow together with our clients and associates by providing them access to personalized solutions and coordinate relevant services to ensure that they achieve their financial goals.

Our Family

Paul Chee

Director, Bedrock Consultancy

Certified Bedrock Mortgage Specialist™
B.Soc.Sci (Hons)
Chartered Financial Consultant/S®
Certified Financial Planner/S®
Associate Estate Planning Practitioner®
Singapore Accredited Mortgage Planner™
Accredited Enneagram Coach

Duke Cheng

Director, Business Development

Certified Bedrock Mortgage Specialist™
BBM Finance
Chartered Financial Consultant/S®
Certified Financial Planner/S®
Chartered Life Underwriter/S®
Associate Estate Planning Practitioner®

Spencer Neo

Director, Talent Acquisition

Certified Bedrock Mortgage Specialist™
B.Sci. in Economics & Finance (Hons)
Singapore Accredited Mortgage Planner™
Associate Estate Planning Practitioner®
Associate Wealth Planner™

Leo Zhang

Consultant

Certified Bedrock Mortgage Specialist™
Master in Business Administration
B.Sci. in Applied Accounting (Hons)
B.A in Business & Marketing (Hons)
Certified Internal Auditor (Singapore)
Chartered Accountant of Singapore
Fellow of ACCA

Joshua Lai

Bedrock Consultant

Certified Bedrock Mortgage Specialist™
B.Sci. in Accounting & Finance
Diploma in Clean Energy

Germaine Lam

Bedrock Consultant

Certified Bedrock Mortgage Specialist™
B.Sci. in Business Analytics with Supply Chain Management
Diploma in Business Administration (Specialized in Marketing Management & Human Resource Management)
Associate Wealth Planner™

Maneesha Relwani

Bedrock Consultant

Certified Bedrock Mortgage Specialist™
Diplomada en turismo
Título de bachillerato en ciencias de la naturaleza y de la salud

Ng Wei Kai

Bedrock Consultant

Certified Bedrock Mortgage Specialist™
B.A in Sports Studies & Marketing (Hons)
Diploma in Banking & Finance

Come join our family! Build your career with us.

Undergraduate Internship Opportunities available as well.