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Gerald Low

Associate Financial Manager

Associate Estate Planning Practitioner (AEPP®)

Company:

PIAS - APEX Vantage

Email:

Contact:

About Me

With over 300 clients served since 2015, Gerald is a seasoned professional in retirement and estate planning. Specializing in preserving and growing wealth while ensuring a smooth transition of assets across generations, he is dedicated to guiding clients toward financial security and peace of mind.

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As a consistent qualified member of the Million Dollar Round Table (MDRT), Gerald exemplifies exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is internationally recognized as the gold standard in the life insurance and financial services industry.

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Being in a Financial Advisory Firm like PIAS, Gerald provides holistic solutions from a multitude of financial partners, tailoring them to each client’s unique needs and goals. Whether it’s maximizing retirement income, minimizing insurance payments, or ensuring a smooth transfer of assets, Gerald offers guidance every step of the way.

What is AEPP?

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The AEPP® certification represents a notable step for financial advisors, showcasing their dedication to refining their skills in estate planning. Through practical application and guidance from experienced practitioners, AEPP® designates gain valuable insights to address their clients’ needs in wealth succession and asset protection. This certification highlights their capacity to offer meaningful value to their clients’ financial plans, delivering customized solutions aligned with their long-term goals and objectives.

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The Associate Estate Planning Practitioner (AEPP®) designation is awarded by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL).

Our Partners

  • China Life Insurance (Singapore) Pte Ltd

  • China Taiping Insurance (Singapore) Pte Ltd

  • ETIQA Insurance Pte Ltd

  • Friends Provident International Ltd, Singapore Branch

  • FWD Singapore Pte Ltd

  • HSBC Insurance (Singapore) Pte. Limited

  • Manulife (Singapore) Pte Ltd

  • NTUC Income Insurance Cooperative Limited

  • Quilter International

  • Raffles Health Insurance Pte Ltd

  • Singapore Life Ltd

  • Swiss Life (Singapore) Pte Ltd

  • Tokio Marine Life Insurance Singapore Ltd

  • Transamerica Life (Bermuda) Ltd

  • Utmost Worldwide

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