Senior Group Financial Services Director of Infinity Treasures
Sim Boon Wah
Tell Us About Yourself Boon Wah.
Boon Wah is delighted to introduce himself as a seasoned professional in the financial advisory industry with a decade-long corporate background. Holding the prestigious titles of Chartered Accountant (CA) and Certified Financial Planner (CFP), he has been offering expert financial advice since 2006, boasting an exceptional track record of success. His unwavering passion lies in assisting individuals to attain financial freedom as early as possible.
Boon Wah takes great pride in his nine-year membership with the esteemed Million Dollar Round Table (MDRT) and Court of the Table (COT). As he strives towards achieving his 10th MDRT milestone this year, he is on course to becoming a lifetime member of this illustrious association. Beyond his professional endeavors, he cherishes his role as a devoted spouse, happily married, and a proud parent of three wonderful children aged 22, 19, and 16.
With his experience, qualifications, and commitment to empowering others financially, Boon Wah is eager to embark on new ventures and foster lasting relationships to support individuals on their journey towards financial prosperity.
Boon Wah takes great pride in his nine-year membership with the esteemed Million Dollar Round Table (MDRT) and Court of the Table (COT). As he strives towards achieving his 10th MDRT milestone this year, he is on course to becoming a lifetime member of this illustrious association. Beyond his professional endeavors, he cherishes his role as a devoted spouse, happily married, and a proud parent of three wonderful children aged 22, 19, and 16.
With his experience, qualifications, and commitment to empowering others financially, Boon Wah is eager to embark on new ventures and foster lasting relationships to support individuals on their journey towards financial prosperity.
Is There One Interesting Aspect of How You Approach Your Work?
Boon Wah believes passionately in the potential for everyone to achieve comfortable retirement through prudent financial planning. A fundamental aspect of his approach centers on the idea that adopting a simpler lifestyle can significantly enhance financial security. He emphasises that making thoughtful choices about expenditure is the key to long-term financial stability. Boon Wah's deep love for his profession as a financial advisor stems from his ability to leverage his knowledge and expertise to assist others.
He takes immense satisfaction in knowing that he positively impacts his clients' lives, viewing it as an honor to be a part of their financial journeys, providing support through both prosperous and challenging times. In addition to his client-focused work, Boon Wah serves as a mentor to a team of productive advisors, striving to foster a positive and collaborative work environment. He actively shares his insights on industry trends and best practices to facilitate collective growth and improvement.
He takes immense satisfaction in knowing that he positively impacts his clients' lives, viewing it as an honor to be a part of their financial journeys, providing support through both prosperous and challenging times. In addition to his client-focused work, Boon Wah serves as a mentor to a team of productive advisors, striving to foster a positive and collaborative work environment. He actively shares his insights on industry trends and best practices to facilitate collective growth and improvement.
Outside Of Work, What Are Some Of Your Interests And Activities?
Outside of work, Boon Wah finds joy in a variety of interests and activities that keep him engaged and fulfilled. Among his favorites is cycling, a passion that led him to complete an impressive 100km journey around the island. This year, he's already logged more than 2022km on his bike, demonstrating his dedication to the sport.
Additionally, he relishes the simple pleasures of taking leisurely walks or going for runs in parks and natural reserves, allowing him to connect with the outdoors and stay active. Boon Wah has a keen eye for capturing moments and memories through photography, a hobby that enables him to appreciate the beauty of the world around him.
During the challenges posed by COVID-19, he embraced new hobbies like cooking and gardening, finding them to be not only enjoyable but also rewarding outlets for creativity and self-improvement. These diverse interests and activities enrich Boon Wah's life outside of his professional endeavors, providing balance and a sense of fulfillment.
Additionally, he relishes the simple pleasures of taking leisurely walks or going for runs in parks and natural reserves, allowing him to connect with the outdoors and stay active. Boon Wah has a keen eye for capturing moments and memories through photography, a hobby that enables him to appreciate the beauty of the world around him.
During the challenges posed by COVID-19, he embraced new hobbies like cooking and gardening, finding them to be not only enjoyable but also rewarding outlets for creativity and self-improvement. These diverse interests and activities enrich Boon Wah's life outside of his professional endeavors, providing balance and a sense of fulfillment.