Derek Liang is the founder and director of Lighthouse Legacy Planners Pte Ltd. He also serves as a Branch Director with finexis advisory Pte Ltd, one of the country’s largest independently owned FA. Besides his own practice, he is responsible to mentor a team of specialist advisers, and develop specialized capabilities in wealth succession planning. Today, Lighthouse Legacy Planners has its network of partners in Taiwan, Hong Kong, Indonesia and Malaysia. Since 2010, he has formulated a values-driven legacy planning approach that has helped more than 80 high-net-worth families leave their unique brand of family legacy. In 2019, he published his second book Next Generation Legacy Builder which has been distributed and sold to several East Asia countries.

Through his passion and dedicated service to his clients from senior professionals to business owners, he has received many industry’s top accolades including the Court of the Table and Rockwills CEO Awards (Trust Category). Most important, it was his clients’ testimonials that propel him to keep upgrading and keep raising the bar of his advisory work. Derek is a Certified Financial Planner (CFP®), Associate Estate Planning Practitioner (AEPP®), a STEP® Affiliate, and also holds an Advanced Certificate (Trust Services) from Wealth Management Institute, NTU. For his values-focused work, he was also featured in Sunday Times (ST, 10 Mar 2019).

​Derek has spoken at various organisations including Standard Chartered Bank (Malaysia), Singapore’s Estate Planning Forum, Central Provident Fund Board, National Trade Union Congress, Academy of Principles (Singapore), Republic of Singapore Navy, Mount Alvernia Hospital, Firmenich Asia and Ricoh (Singapore) to name a few. He also contributed his works to Family First Singapore and Malaysia, a non-profit organisation that serves Asian families. Together with another senior legacy planner, Kee, both also conduct their signature half-day workshop for the past few years, entitled “Leave a Heritage, not just an Inheritance”.

Derek sat in the Editorial Board of Financial Planning Association of Singapore (FPAS) and the Advisory Board of GoalsMapper Pte Ltd, a financial technology firm he co-founded. He graduated with a First Class Honours in Electrical and Electronics Engineering from NTU (Top in Cohort) and Post-graduate Diploma in Christian Studies with TCA College. Derek is married to Ms Lynne Tan with 4 children and the family served passionately in Risen Christian Assembly.

Kee is a senior legacy planner with Lighthouse Legacy Planners, as well as an Associate Director with one of the largest financial advisory firms in Singapore. Her mission is to help top-notch key executives and professionals achieve a purposeful life beyond finance.

Through a well constructed value-based Wealth Creation & Estate Plan, she helps families grow from success to significance. The 3 “cheques” which she creates for her clients give them the assurance and confidence to redefine their retirement and to live the life they have always wanted. Beyond the passing of ‘valuables’, she helps her clients pass on some of the values that make them successful, such that their loved ones have enough to do something meaningful but not too much that they do nothing.

With over 19 years of experience in the industry and her hunger to learn and grow, she has a number of accreditations and credentials which demonstrate her commitment to excellence. She enjoys imparting her expertise through seminars & talks where she is well known for making complicated things simple.

Some of her accreditations and credentials as follows :

• Million Dollar Round Table’s (MDRT) Court of Table (COT) accreditation every year for the past 12 consecutive years. COT accreditation represents less than 1% of the world’s best financial services professionals.
  Finalist of the FPAS Financial Planner Awards 2019
• Top Student of the 2008 premier Chartered Financial Consultant (ChFC®) program Certified Financial Planner (CFP®)
• Associate Estate Planning Practitioner (AEPP®)
• Affiliate of the Society of Trust & Estate Planning (STEP)
• Bachelor in Business (Hon) specializing in Insurance from NTU (Singapore).
• Current Co-Chair of Marketing & Communication Board & former Chairperson of the Public Awareness Board of the Financial Planning Association of Singapore (FPAS)
• A regular speaker for the CPF Talks nationwide and invited speaker at various events such as SIAS, SAF, SPH, Singhealth, HDB & TMC Academy
• Featured in the media such as The Straits Times, Mediacorp & Channel News Asia and quoted in various magazines such as Reader’s Digest, Simply Her & CLEO

Joy is one of the esteemed speakers from the Estate Planning industry. She represents PreceptsGroup International that has done more than 12,000 Wills. She is passionate about helping her clients to ensure all loop holes in their estate planning are covered to ensure minimal or no conflicts between family members, and one’s assets are protected for beneficiaries. She also helps families to create family banks as part of their family legacy.

She started doing estate planning since 2012 when her close friend’s brother passed away after he signed his ROM certificate, he left without a Will and 25% of his assets went to his Father who left the family when he was young. This left with his Mother experiencing anguish and frustration as she felt her ex-spouse does not deserve his estate. Joy was then convinced that this is a crucial part of planning and she wants to help as many clients to avoid this situation.

She then took up the course on estate planning with Rockwills Institute Pte Ltd’s Association Estate
Planning Practitioner (AEPP®) Certification Programme in 2012. This accreditation is awarded by the
Society of Will Writers & Estate Planning Practitioner of the UK and Estate Planning Practitioners Limited (EPPL). Since 2012 till now, she has been helping more than 200 clients and families in this aspect of estate planning. Being a strong believer in estate planning, she also educates public on this topic by giving talks in various organisations such as National Library Board, Subordinate Court, Community Clubs, HSBC, Keppel Land etc and even invited to speak and share this with Financial Advisers in the Financial Planning Industry.