Hello, I'm Pathrine Guo

Associate Director

MAS Representative No. GWX100074290

"Just as patients trust doctors with their health, my clients rely on my expertise to expertly manage their finances."

– Pathrine Guo

I entered the financial sector 20 years ago, driven by curiosity and a genuine passion for financial planning. Over the years, this passion has blossomed into a fulfilling career where I combine deep industry knowledge with a personal touch to guide my clients through complex financial landscapes.

My approach is distinctly personal. I believe in truly understanding my clients’ needs—not only through what we discuss but also by observing their lifestyles and aspirations. This helps me craft tailored solutions that genuinely resonate with their individual goals and simplifies complex financial concepts, making decisions clearer and more accessible.

What sets me apart is my commitment to treating every client as if they were family. I strive to be more than just an advisor; I am a trusted confidant, dedicated to my clients’ long-term well-being. I only recommend solutions that I would confidently choose for myself or my loved ones, ensuring that every piece of advice is given with their best interest in mind.

Achievements

Top of the Table
2024

Court of the Table
2023

Top of the Table
2022

Top of the Table
2021

Million Dollar Round Table
2020

Million Dollar Round Table
2019

Million Dollar Round Table
2018

Million Dollar Round Table
2017

Million Dollar Round Table
2016

Testimonials

Pathrine has been an exceptional financial consultant for over 15 years, diligently serving not only me but my extended family after I recommended her. Her commitment to regular, monthly engagements provides a warm, personalized touch that goes beyond traditional advisement. Pathrine is incredibly responsive and has expertly steered us clear of unnecessary risks, especially important since my retirement from lecturing. Her thoughtful guidance and deep trustworthiness have been instrumental in ensuring I enjoy a worry-free retirement with consistent income streams. Pathrine is more than just an advisor; she is a trusted partner in our financial well-being.

Pathrine began advising us 15-18 years ago, and our relationship has flourished remarkably under her guidance. From the active employment days of my husband at Komatsu Pan Asia to our happy retirement, her carefully curated savings plans have perfectly aligned with our evolving needs. Pathrine’s insightful understanding and meticulous care in managing our financial affairs make us feel truly blessed to have met her. Her consistent support extends to our daughter’s portfolio, witnessing her growth from a young primary schooler to a university graduate. Pathrine is more than a consultant; she's a cherished part of our family’s journey.

As a commercial pilot with a demanding schedule, I appreciate her ability to efficiently understand and meet my needs with minimal explanation. Her tailored and cost-effective recommendations perfectly align with my lifestyle and life stage, showcasing her keen acumen and responsiveness. She came to mind whenever some one ask to recommend a trusted consultant.

Get to Know Pathrine

Get in touch with me

Let’s have a conversation about your future, life aspirations, and financial well-being.