Meet Geraint Liu



Top Rookie 2018

Premier Award 2018

Top 20% of the whole industry.



  • Bachelor of Business (B.Bus) in Economics and Finance
  • Associate Financial Planner (AFP)
  • Associate Wealth Planner (AWP)
  • Associate Estate Planning Practitioner (AEPP)

Courses Attended

  • Value Investing Options & Value Investing Program – Mind Kinesis Value Investing Academy
  • Introduction to Corporate Finance – Wharton University of Pennsylvania​
  • Introduction to Financial Accounting – Wharton University of Pennsylvania
  • The Power of Macroeconomics: Economics Principles – University of California, Irvine​

Singapore College of Insurance

  • Capital Markets & Financial Advisory Services:
    • Module 5 – Rules and Regulations for Financial Advisory Services
    • Module 9 – Life Insurance and Investment-Linked Policies
    • Module 9A – Life Insurance and Investment-Linked Policies II
  • Certificate of Health Insurance
  • Basic Insurance Concepts and Principles
  • Personal General Insurance​
  • Commercial General Insurance
  • Certificate of General Insurance

My Story

After being a victim of financial scams myself and witnessing many of my loved ones suffer from poor financial decisions, I’ve finally had enough of seeing my loved ones being taken advantaged of due to our lack of knowledge.

I’ve decided to make it my mission to educate, enlighten and empower young professionals and families to make better financial decisions and to ultimately achieve financial freedom, especially those who don’t have the knowledge and time to invest themselves.

​This incident made me realize the importance of taking control of your own financial situation, upgrading on our own knowledge and skills through proper financial education & I soon fell in love with it!

To satisfy my hunger for investing knowledge, I enrolled myself into a Value Investing Academy, pursued my degree in Economics and Finance offered by SIM, Royal Melbourne Institute of Technology (RMIT) and I even joined SIM’s Investment and Networking Club!

and I’m currently pursuing my:

  • Chartered Financial Consultant (ChFC); and
  • Certified Financial Planner (CFP)

as I firmly believe that lifelong learning and sharing what I’ve learnt along the way is the best way I can bring value to the people around me.