Nick Boo Financial Planner

Since 2004, I have been a specialist in insurance and investment management.

Since 2004, I have been a specialist in insurance and investment management. I had achieve various awards over the past years. One the most prestigious award is achieving MDRT ( Million Dollar Round Table) for 2011,2012, and 2013. This is an international award for the world top 6% financial service representative. My speciality includes Estate planning, Succession planning, Business Insurance, retirement planning, investment planning, etc... I am a certified AFC (Associate Financial Consultant), and completing the course to achieve ChFC (Chartered Financial Consultant). This is a life long rewarding and satisfying career, where I constantly upgrade myself and my team in terms of personal development and knowledge, to provide the best for our clients and achieving their goals & needs.

From 2012, I take on the management role to pass on my knowledge and skills, to groom future successful candidates. As the Head of Productivity Dept, we lead and help advisor to achieve their goals by sharing our ideas and systems. Many had benefitted and had achieved higher. Few outstanding advisors had even achieved MDRT in their first year of the caree