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Anita Caswell Ng

Wealth Manager

Introducing Anita

I began my career in financial planning at 25, working primarily with overseas-educated Chinese professionals in the legal industry. Over the past 25 years, I’ve learned that proactive protection planning is just as important as investment-focused strategies. My passion lies in personal and group insurance, with particular expertise in medical coverage and employee benefits.

Most of my clients are SMEs in the construction and legal sectors, often employing expats or Chinese nationals with international experience. I take pride in helping them protect their people and plan with confidence.

Outside of work, I’m a keen advocate for fitness and wellness. I enjoy weight training, eating well, and spending time with my family. Lifespan, healthspan, and financial wellbeing are equally important to me.

Get to know Anita a little better

The proudest moment of my career was:

Supporting a client through serious illness, where our planning gave them and their family the financial stability to focus on recovery. It reminded me that advice isn’t just about money, it’s about being there when it matters most.

The three things I love most about my job are:

Helping clients feel financially, physically, and mentally healthier, seeing people achieve the lifestyle they imagined, and using my own life experiences to guide younger families as they plan for the future.

The types of people I most enjoy working with are:

Those who value both health and wealth and are planning a purposeful retirement, whether pursuing a passion or launching something new. I help them protect their income today, preserve what they’ve built, and create a safety net for what’s next.

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