Get to know about us in depth.

Hi, I’m Caleb Goh

My Story

I've spent over 10 years diving deep into the financial world, working in roles that have allowed me to connect closely with clients. From kickstarting my journey at UOB in customer service to expanding my financial prowess as a Personal Banker at OCBC, and finally, delving into insurance and wealth banking – every step has been about understanding and serving my clients better. Through it all, I've given my clients top-notch financial advice and built strong, trust-filled relationships with them.

More About Jacqueline

Jacqueline was also been featured on:

Asia Advisor Network, iFast TV & Business Times

Awards & Accolades

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)

My Specialities

Tailored Financial Solutions

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

Insurance Sales & Advice

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

Wealth Management

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

Building Trusting Relationships

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

Q&A with Caleb

What’s your most memorable experience in this industry?

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.

Away from the spreadsheets and financial plans, what are your go-to activities or passions?

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.

What makes the GEM Team feel like home to you?

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.

My top financial tip for everyone is...

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.

Awards & Accolades

Associate Estate Planning Practitioner


RMIT University

  • Distinction in Bachelor of Business
  • Oberall Top Student of Cohort
  • Overall Top Student in Finance Specialisation

Banking Industry

  • Citigold Relationship Manager - Citigold and Citigold Private Clients
  • Top Senior Mortgage Specialist - Citigold and Citigold Private Clients
  • Consistent Top Performer who won awards like Prestige Award, Quarterly Top, Yearly Top
  • Citibank Champions Forum - Top 1% of Citibank Asia Pacific

Financial Advisory Industry

  • Court of the Table - COT ® 2022, 2021 (Total 7 rounds of MDRT attained)
  • Million Dollar Round Table - MDRT 2020, 2019, 2018
  • Platinum Club - PIAS’s highest form of recognition
  • Certified Financial Planner CFP ® - FPAS
  • Estate Planner - Precepts Legacy Pte Ltd

Hear what our clients are saying

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
View More Testimonials

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    Prestige Wealth 
    10 Anson Road, 
    International Plaza #15-19, Singapore 079903.
    +65 8448 6697
    (Operational during business hours only)
    GEM is a unit under Prestige Wealth, a group of Financial Adviser Representatives representing PFPFA Pte Ltd
    PFPFA Main Office
    PFPFA Pte. Ltd.
    9 Temasek Boulevard, 
    #30-01/02 Suntec Tower 2, Singapore 038989. 
    +65 6470 9393

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