With over 12 years of experience in wealth management and insurance planning, Benjamin has built a reputation as a dynamic and innovative leader dedicated to helping clients achieve their financial goals. As the founder of MindBridge FO he specializes in asset succession, risk management, and tailored insurance solutions that address the unique needs of individuals, families, and businesses.
Throughout his career, Benjamin has successfully guided numerous families and individuals toward achieving their financial goals. With expertise spanning life and health insurance, estate planning, retirement strategies, corporate protection, and professional liability insurance, he delivers professional advice and personalized solutions, earning the trust of clients from diverse backgrounds.
Benjamin brings a client-centered approach to his work, focusing on understanding their risks and tailoring solutions to match their specific needs. Whether it’s safeguarding assets through customized insurance plans or guiding clients toward retirement security, he combines experience, integrity, and an eye for detail to ensure the best outcomes. His leadership style is characterized by pragmatism, sincerity, and an unwavering commitment to innovation.
A former Chair of MDRT (Million Dollar Round Table) for Hong Kong and Macau and an Executive Director of LUA (Life Underwriters Association) Hong Kong, Benjamin has earned industry-wide recognition for his contributions. He is a proud MDRT Qualifying & Life Member and recipient of the GAMA International Management Award, which underscores his excellence in leadership and client service.
One of his proudest achievements is leading a talented sales team, introducing family office services, and establishing high-net-worth client networks. His ability to scale operations and build competitive advantages has positioned Benjamin as a trailblazer in the wealth management sector.
Colleagues and clients alike describe Benjamin as approachable, professional, and reliable, with a vision for long-term success. He believes in listening, observing, and evaluating to provide solutions that align with clients' goals and evolving circumstances. His mission is to empower clients to achieve asset growth, secure wealth for future generations, and navigate risks confidently.
Looking to the future, Benjamin is committed to elevating his firm’s influence and competitiveness in the industry. With a strong focus on innovation, strategic planning, and collaboration, he aims to solidify the company’s position as a trusted partner for wealth management solutions globally.
Benjamin’s dedication to delivering value and his passion for transforming challenges into opportunities make him an inspiring leader in the field of wealth management and insurance planning.