Derek Liang
Co-Founder at heritance digital- Claim this Profile
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English Native or bilingual proficiency
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Mandarin Professional working proficiency
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Teochew (Chinese dialect) Limited working proficiency
Topline Score
Bio
Nigel Teo
Derek has consistently provided quality personalised financial advice after understanding my needs, even though I was not a potential client. He is diligent in understanding the needs of friends and clients, as well as understanding the insurance landscape to provide the best blend of solutions. You can trust him to provide advice and solutions that will place your interests (your needs) before his. He's in it for the long haul, and is dedicated to excellence in his job to serve a higher calling.
Shi Yi Ong
Derek is very reliable and trustworthy. I feel safe and secure in the knowledge that he will expand my financial portfolio and improve my investments to a good extent. He detailed everything clearly and patiently, even the fine prints and the cons of each plan.
Joseph Lim Jui Teck
I have known Derek for 16 years and have known him to be a highly diligent, committed and motivated friend who seeks to do good. That's one of the primary reasons why he joined the finanical advisory profession - to help others plan their long-term finances well. Not only did he recommend policies to me that are of value-for-money, but his assistance when it came to claim matters is exemplery as well. I have no doubt that he will continue to be a highly sought after advisor and remain successful in this business.
Nigel Teo
Derek has consistently provided quality personalised financial advice after understanding my needs, even though I was not a potential client. He is diligent in understanding the needs of friends and clients, as well as understanding the insurance landscape to provide the best blend of solutions. You can trust him to provide advice and solutions that will place your interests (your needs) before his. He's in it for the long haul, and is dedicated to excellence in his job to serve a higher calling.
Shi Yi Ong
Derek is very reliable and trustworthy. I feel safe and secure in the knowledge that he will expand my financial portfolio and improve my investments to a good extent. He detailed everything clearly and patiently, even the fine prints and the cons of each plan.
Joseph Lim Jui Teck
I have known Derek for 16 years and have known him to be a highly diligent, committed and motivated friend who seeks to do good. That's one of the primary reasons why he joined the finanical advisory profession - to help others plan their long-term finances well. Not only did he recommend policies to me that are of value-for-money, but his assistance when it came to claim matters is exemplery as well. I have no doubt that he will continue to be a highly sought after advisor and remain successful in this business.
Nigel Teo
Derek has consistently provided quality personalised financial advice after understanding my needs, even though I was not a potential client. He is diligent in understanding the needs of friends and clients, as well as understanding the insurance landscape to provide the best blend of solutions. You can trust him to provide advice and solutions that will place your interests (your needs) before his. He's in it for the long haul, and is dedicated to excellence in his job to serve a higher calling.
Shi Yi Ong
Derek is very reliable and trustworthy. I feel safe and secure in the knowledge that he will expand my financial portfolio and improve my investments to a good extent. He detailed everything clearly and patiently, even the fine prints and the cons of each plan.
Joseph Lim Jui Teck
I have known Derek for 16 years and have known him to be a highly diligent, committed and motivated friend who seeks to do good. That's one of the primary reasons why he joined the finanical advisory profession - to help others plan their long-term finances well. Not only did he recommend policies to me that are of value-for-money, but his assistance when it came to claim matters is exemplery as well. I have no doubt that he will continue to be a highly sought after advisor and remain successful in this business.
Nigel Teo
Derek has consistently provided quality personalised financial advice after understanding my needs, even though I was not a potential client. He is diligent in understanding the needs of friends and clients, as well as understanding the insurance landscape to provide the best blend of solutions. You can trust him to provide advice and solutions that will place your interests (your needs) before his. He's in it for the long haul, and is dedicated to excellence in his job to serve a higher calling.
Shi Yi Ong
Derek is very reliable and trustworthy. I feel safe and secure in the knowledge that he will expand my financial portfolio and improve my investments to a good extent. He detailed everything clearly and patiently, even the fine prints and the cons of each plan.
Joseph Lim Jui Teck
I have known Derek for 16 years and have known him to be a highly diligent, committed and motivated friend who seeks to do good. That's one of the primary reasons why he joined the finanical advisory profession - to help others plan their long-term finances well. Not only did he recommend policies to me that are of value-for-money, but his assistance when it came to claim matters is exemplery as well. I have no doubt that he will continue to be a highly sought after advisor and remain successful in this business.
Credentials
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Advanced Certificate in Trust Services
Wealth Management Institute, NTUJun, 2020- Oct, 2024 -
Advanced Module on MultiGen Legacy Planning & Family Offices
Association of Estate Planning PractitionersJun, 2020- Oct, 2024
Experience
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heritance digital
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Singapore
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Consumer Services
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1 - 100 Employee
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Co-Founder
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Apr 2021 - Present
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finexis advisory Pte Ltd
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Singapore
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Financial Services
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500 - 600 Employee
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Director, Advisory
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Sep 2016 - Present
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Director, Advisory representing finexis advisory Pte Ltd
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Aug 2016 - Present
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Head, Strategic Business Unit
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May 2015 - Sep 2016
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Branch Director
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May 2014 - Apr 2015
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Branch Manager
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May 2011 - Apr 2014
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Executive Financial Consultant
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Nov 2008 - Apr 2011
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Lighthouse Legacy Planners
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Singapore
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Financial Services
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Director
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Apr 2019 - Present
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Director
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Apr 2019 - Present
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GoalsMapper
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Financial Services
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1 - 100 Employee
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Co-Founder
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Apr 2014 - Nov 2019
Redefining financial planning. Building client's financial model and scenario plan. Visual, instant, accurate! Redefining financial planning. Building client's financial model and scenario plan. Visual, instant, accurate!
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Ministry of Defence of Singapore
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Government Administration
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700 & Above Employee
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Senior System Engineer
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1998 - 2008
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Education
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TCA College
GDCS, Theology/Theological Studies -
Nanyang Technological University
Bachelor's degree (First Class Honours), Electrical and Electronics Engineering