Certified Financial Planner ™

Member of Million Dollar Round Table ®

Court of the Table Member of Million Dollar Round Table ®

Platinum Club of Professional Investment Advisory Services (PIAS)

Crafting unique financial strategies that align perfectly with each client's needs and aspirations.

With over 10 years of experience, I offer insights into the most suitable insurance products, ensuring clients are well-protected for the future.

Drawing from my tenure in UOB Wealth Banking, I guide clients in growing and managing their wealth efficiently, making the most of their assets.

At the heart of everything, my goal is to foster genuine, lasting connections with clients, ensuring they feel understood and supported.

A moment that's deeply ingrained in my memory is when I assisted the wife of a late client. She was overwhelmed, facing a maze of hospital bills and complex paperwork. Together, we navigated each step, ensuring she understood every process and decision. Her profound relief and heartfelt gratitude at the end was not just a testament to the service I provided, but a powerful reminder of the genuine difference we can make in people's lives, especially during their toughest times. It reinforced that this profession is more than finances; it's truly about standing beside and supporting those in need.

I'm passionate about soccer and often play on weekend mornings. When I have some downtime, I prefer to unwind at home, enjoying cooking shows and catching up on sports highlights.

The GEM Team is special because of its camaraderie and unwavering dedication to excellence. It's a space where innovation meets passion, and where every team member's voice is valued. Being part of this team means being surrounded by professionals who challenge and inspire me daily.

When starting with wealth management, remember it's more than just making money. It's about making sure your money fits your life's goals. Think of wealth as a tool to help you live the life you want, like feeling secure, taking care of your family, or reaching your dreams. Choose advisors who listen to you and offer advice just for you. In money matters, personal advice is key.

Associate Estate Planning Practitioner

MDRT 
2020, 2021

PFPFA Quality Club 
2023, 2024

Caleb is genuine as a person and friend. His willingness to to go the extra mile, always driven by a true willingness to help, attests to his personal character. When he puts forth recommendations, I can safely say it’s with the interest of my family in mind.

Matthew Lim

Director of Matt’s Dducation

I am writing to express my utmost satisfaction with the exceptional service I have received from Caleb Goh, whom I recently engaged for my investment journey. I obtained your contact information through Caleb, and I felt compelled to take a moment from your busy schedule to convey my positive experience.

Caleb's dedication, passion for his work, and commitment to assisting his clients have truly stood out. His professional approach and unwavering support throughout the investment process have made a significant impact on my overall satisfaction.

I kindly request you to extend my commendable feedback to Caleb. His exemplary service reflects positively on your team and is a testament to the high standards upheld within the organization.

Thank you for your time, and please convey my appreciation to Caleb for his outstanding efforts.

Vincent Ng

Business Consultant in Hospitality, Travel and Tourism

We bring you the best quality of articles and advices.