Morgan Dsouza
78 Shenton Way #06-01 Singapore 079120
Originally born and raised from Bombay, I’ve spent 9 years establishing my career in Kuwait. 4 of which have been as a Certified Financial Planner. I moved to Singapore to embark on a journey where I could hone on my financial expertise from Kuwait and help advise individuals across various cultures and nationalities to achieve their financial goals through personalized strategies. As an advisor, I’d evaluate the benefits and risks of both local and international investment opportunities and how each option fits into the overall financial strategy by providing recommendations based on investment goals, risk tolerance, and market conditions.
Amidst Covid, I decided to become a financial advisor because I saw first-hand how the pandemic affected people's lives and finances. Watching friends and family struggle with uncertainty and financial stress inspired me to make a difference. I wanted to help others navigate their financial challenges, plan for the future, and find stability. My clients often tell me that I put their needs before my own personal financial intent as I believe that in their personal goals lies my personal achievements
In my personal time, I visit my family back home in Mumbai. I enjoy playing football, trying out new recipes and watching series/movies. Chelsea is my favorite football club. It is a dream to watch them play at their home ground, Stamford Bridge, in London.
EXPERTISE
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Global Education & University Fee Planning
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International Retirement Planning
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Diversified Investment Strategies
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Multi-Currency Investments
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Life Insurance & Protection Planning
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Critical Illness and Health Insurance
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Estate & Legacy Planning
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CPF & SRS Investments
QUALIFICATIONS
MAS Appointed Representative No. KDX300189596
Capital Markets & Financial Advisory Services Singapore – Singapore College of Insurance:
M5 – Rules & Regulations for Financial Advisory Services
M8 – Collective Investment Schemes
M8a – Collective Investment Schemes II
M9 – Life Insurance & Investment-linked Policies
M9a – Life Insurance & Investment-linked Policies II
HI – Health Insurance
Bachelors of Commerce – First Class – St. Andrew’s College of Arts, Commerce & Science. Mumbai, India.
Achievements:
Member of the Million Dollar Round Table (MDRT) - 2023
Award in Financial Planning – Chartered Insurance Institute (UK)
Award in Investment Planning – Chartered Insurance Institute (UK)
EXPERIENCE
Marketing Executive - Events & Digital
Lemonade International for Conf. & Exbh.
2015 - 2020
Kuwait
Senior Financial Consultant, Expat Advisory Group (Singapore)
IPP Financial Advisers Pte Ltd
2024 - Present
Singapore
Authorised Financial Consultant
Nexus Financial Services & Insurance Brokers LLC
2020 - 2024
Kuwait
CLIENT TESTIMONIALS
After months of searching for a financial planner and meeting umpteen number of them, I decided to work with Morgan as he truly has the most customer centric approach. He sole purpose is to help you plan per your life goals. It has been so refreshing to work with him as there is no hard selling and his only focus is your goals and how your finances can be planned towards meeting them. I would strongly recommend Morgan to anyone looking to plan his/her finances as it's rare to come across someone who knows his stuff and can inspire implicit trust.
- Anisha Rakyan - SMB Partner Marketing Lead - JAPAC at Google
Morgan is an informed, emphatic and knowledgeable advisor who takes into consideration my personal goals before providing any financial advise. He is more of a guide because he creates a journey for you to embark on with confidence. As an expat , one might be scared on when to exit, what are the risks if we have to move but one can be rest assured that you can think of any possible scenario or inhibition you could have and Morgan ensures he solves it , so you can take an informed decision with him. Thank you for being such a kind advisor.
- Leviya Noronha - APAC Media Operations Manager - Netflix
As a Kuwaiti, the financial security of my family has always been my top priority. From the moment I sat down with Morgan, I knew I was in the right hands. He didn’t just look at numbers and charts, he took the time to truly understand me, my life's goals and what matters most - my family. It felt like he was crafting a financial plan that wasn’t just about money, but about my life.
One of the moments that really stood out to me was when we discussed my children’s education. Morgan shared insights that I hadn’t even considered, and together we crafted a plan that ensures my kids will have access to the best opportunities, no matter where life takes them.
But what truly sets Morgan apart is his genuine care. It’s not just about wealth management with him. Whenever I have questions or concerns, he was always just a call away, ready to provide clarity and reassurance. It’s rare to find someone who cares as much about your family’s future as you do, but with Morgan, that’s exactly what I’ve found.
- Khaled Ibrahim - Senior External Relations - Kuwait Petroleum Corp
Morgan a true professional advisor in every sense. Love his demeanor and his ability to be able to help you out by:
1) understanding the clients profile clearly;
2) based on his experience and knowledge advise plans and made understand details of the various proposals making it an open transaction
3) then tailoring the process taking in the clients suggestions and apprehensions with a understandably a low risk.
All in All he is very approachable and answers all queries in simple ways than in jargons I would easily request you to consider his services to plan and even enhance your financial goals with this gentleman
Luis Sequeira - Operations Manager - Smith International Gulf Services.
I have been fortunate to work with Morgan on my personal financial planning, and the experience has been transformative. He provided thoughtful and personalized advice that helped me clarify my financial goals and create a solid plan to achieve them. Whether it was budgeting, investment strategies, or retirement planning, Morgan made complex topics accessible and guided me with patience and expertise. Thanks to his insights, I feel much more confident about my financial future. I highly recommend Morgan to anyone looking for a trustworthy and knowledgeable financial advisor.
- Amit Anooj – COO - Dolphin Shipping & Logistics
I am pleased to recommend Mr Morgan for his exceptional service and expertise in the insurance industry. His deep knowledge and professional approach has been invaluable to me. Mr Morgan consistently goes above and beyond to ensure that all my insurance needs are met with personalized attention and care. commitment to providing clear, honest advice and their responsiveness make him a standout in his field. I highly recommend Mr Morgan Dsouza to anyone seeking reliable and dedicated insurance & financial services.
- Shahi Shaik - Captain - Kuwait Airways