Charlotte Boon
Wealth Manager at Prudential Financial Advisers Singapore
charlotte921211@gmail.com
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What is inspiring me lately
I joined Prudential FA in July 2023, providing financial advisory services for both individuals and businesses. I specialize in Enterprise Business Solutions, commonly known as group or company insurance, because I believe it plays a crucial role in bridging protection gaps and helping businesses safeguard their human capital. With a background in financial planning and analysis, combined with my experience at International SOS—a global leader in workforce resilience solutions, I am committed to supporting businesses in building a healthier, well-supported, and financially resilient workforce. A significant part of my role as a Financial Advisor is dedicated to helping companies find the right group insurance plans, healthcare coverage, and financial wellness programs for their teams. My goal is to journey alongside corporate clients, helping them create workplaces where employees feel cared for and valued, while contributing to a stronger, more resilient workforce. Beyond work, I enjoy building communities with others who share similar journeys. I am also a mother of two boys and a lover of music, wine, and art. I advocate for mental wellness and women empowerment.
What I can help you with
Building workforce resilience, employee benefits, business succession planning, community building, residential & commercial construction projects
