Anthony Boon Boo Heng
Anthony embarked on a career in financial planning in 2000 and, over the years, he has helped hundreds of families lead more financially secure, wealthier and happier lives. His hard work, in-depth expertise and excellent leadership have earned him accolades including the Million Dollar Round Table, Court of the Table, Top Adviser, Top Manager and Top Advisory Group awards. He was also one of the first few advisers in the industry to hold the Certified Financial Planner, Chartered Financial Consultant, Fellow Chartered Financial Practitioner, Associate Wealth Planner and FIFP (Singapore) and ASII (Singapore) designations. Today, as an AG partner of ZHENG Advisory Group, Anthony focusses his efforts on management and mentoring. He is a firm believer in lifelong learning and that professional education is an important component for providing sound strategic advice. In fulfilling his mission to promote financial literacy at every level of society, he speaks regularly at seminars and lectures. He has also developed a simple four-step process – IDEA or Identify, Determine, Evaluate and Apply – to empower ordinary people to take charge of their financial lives. Anthony holds an MBA (Finance Services), a B. Eng (CSE) and a Dip SCI (Life).
ABOUT ZHENG ADVISORY GROUP
At ZHENG Advisory Group, we have two enduring passions: helping our clients, working professionals, senior management executives, business owners and retirees, realise their financial aspirations through cash flow analysis and management, retirement programmes and tax planning; and making a difference to our community. Our corporate social responsibility programmes include a monthly visit to the residents of the Kwong Wai Shui Hospital. With a firm belief in always living up to our group name, “正”, we practise teamwork, demonstrate integrity and display professionalism in every aspect of our work. The African proverb ‘To go fast, go alone. To go far, go as a team’ encapsulates the Group’s working dynamics perfectly. Our new advisers learn through joint field work and live case demonstrations, and are assisted in their cases until their mentors are satisfied that their work meets the standards set by the group.