Dickson Soh
Prudential Master Financial Consultant &
Private Wealth Consultant
5 x MDRT* with 1 COT qualification
About
Growing up in a humble family raised by a single parent, Dickson understood the importance of financial literacy at an early age.
Determined to help individuals coming from disadvantaged backgrounds achieve more in life through financial education, Dickson began his financial planning career in 2018 as he was pursuing his bachelor's degree.
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He has since touched the lives of more than 250 people, providing them with personalised actionable steps on how they could achieve their financial goals, and eventually financial independence.
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In 2024, Dickson earned the title of Private Wealth Consultant, joining a select group of consultants equipped with the knowledge and specialisation to offer tailored and strategic advice to high-net-worth clients.
Amongst his accolades:
MDRT Court of The Table qualifier, 2021
MDRT qualifier, 2021, 2022, 2023, 2024
*Provisional MDRT qualifier, 2025
Prudential Premier Gold Consultant, 2021
Prudential Premier Bronze Consultant, 2020, 2022, 2023, 2024
Testimonials
"As a newlywed who is about to start on the real-life, we are blessed to have Dickson as our financial consultant.
From the first time we talked to him, we can tell that he is very sincere in his work with the right intention to help. No hard sell, I promise. He listened and understand our needs. From there, he will lay down options (based on your affordability). We're grateful because his advice and recommendation were helpful to us in planning and deciding on our long term plan as a family.
Any young adults like us who does not have any insurance and need a bro who can advise you on your financial needs, he is the one who you should look out for.
Thank you Dickson for all your help!"
Khairunnisa, Admin Executive
"I approached Dickson for advice on insurance and financial planning after seeing how he has helped so many of his clients with their planning.
When we first sat down to discuss, it was clear that his objective was to educate, not to sell. He was patient in explaining how the products worked and how they would impact me, and was thoughtful in recommending only plans that are essential for me.
This being my first purchase, I'm glad I went with Dickson as he made the process easy and comfortable, and not at all daunting."
Ng Ying Zhong, VP of Product
"Dickson is knowledgeable, patient, and genuine. When we first discussed financial planning, he gave me a clear breakdown of what I should be thinking about and how I might go about achieving my financial goals. He was not pushy at all and at no point did I ever feel pressured to purchase anything.
I believe everyone should have an understanding of how to manage their finances whether or not they want to buy insurance, and talking to Dickson is a great start.
Dickson is an educator and a financial planner first and foremost - not a salesman. If you ask him for advice, you will be in good hands."
Ryan Teo, Creative Director & Design Engineer
"Dickson has been an incredible help in regards to my insurance as well as financial planning! 100% not pushy and genuinely wants to help out in any way he can! He even goes out of his way to carve time out to explain to me the in and outs of insurance, what I need, what I don’t need. He only recommends the best and only what is needful.
He recently recommended that I should get an accident plan as I work in a risky environment, but I refused as I thought I didn’t need it. He didn’t try to force it on my but respected my decision.
3 days later I injured my back at work and would have been covered if I had signed up for that accident plan. Please don’t make my mistake lol.
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Needless to say Dickson is an excellent financial planner that has a wealth of knowledge not only in insurance but also in many aspects of finances.
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A simple conversation with him and you’ll be able to tell that he knows his stuff. Thank you Dickson, you really changed the image of financial planners out there.
A++++++++++++++ Financial Planner."
Richard Alexander David, Project Manager & Content Strategist
"I was someone who didn’t had any discipline to save up and also didn’t think insurance was necessary. I thought I could spend that amount of money elsewhere. I was living from paycheck to paycheck and will have no means of paying for medical bills if anything were to happen to me.
I first noticed Dickson through his interactive and engaging stories. No boring insurance talk. He uses real life case studies that enlightened me and it dawned on me how unprepared I was for adulting. He was very easy to talk to, didn’t feel insecure about sharing my issues and financial status with him. Also has a very good sense of humour.
I trust him to handle my future plans and to recommend what’s best for me. Moving towards wealth accumulation this time with him and it was the best decision ever."
Tan Hui Yi, Business Development Executive
"Dickson is very knowledgeable and patient when communicating with his clients. Having a sizeable portfolio of policies made for me by my Parents, I actually had no need for anymore policies. However, I figured that I wanted to develop my own portfolio of policies to further expand my wealth and insure myself, and that's where Dickson came into play.
Dickson was able to take a look at my existing policies, and recommend me policies that would further enhance my existing portfolio. Dickson is very thorough in wanting to know what your goals or aims are, and he only recommends policies and give advices to help you reach those aims. He is definitely not pushy or interested in just getting your signature.
Dickson's professionalism goes beyond the relationship of a financial consultant and client, he genuinely befriends you and does his best for you.
I highly recommend reaching out to Dickson if you are interested in financial planning or insurance policies for your protection."
Darius Scott, Human Resource Executive
"It is very telling how passionate and hardworking Dickson is given how quickly he got promoted, with his short time in the industry. He goes the extra mile to ensure that working with him is as seamless and easy as possible, without compromising any detail.
Dickson understands the spirit of partnership and is sincere with his services. Despite being long term friends, he maintained his professionalism and only recommends me what he believes works. He has been stellar with his work ethics thus-far, and he’s only getting started."
Isabel Ong, Designer
"Dickson provided me with in depth information regarding financial products out there. He is a passionate individual, certainly willing to go out of his way to provide information and services. Also, I certainly appreciate was his non-pushy or aggressive approach. He ensured that I was indeed sure of my own decision without pushing me. He is an honest and caring individual who ensured he understood my way of life, personal cares and concerns before advising me on products.
On top of personal financial products, he is currently also assisting me with general insurance for my business.
Despite only being in the industry for a short time, his knowledge, experience and understanding is really commendable and I feel that I'm in safe and trustworthy hands."
Jason Ang, Business Owner
"I met Dickson on a road show. Despite being very young (he was a fresh graduate and in his first year in the industry), Dickson has solid product knowledge and is very sincere in recommending products that really suite the need of the clients.
For his sincerity, I would recommend his service. He Will definitely help you achieve ur goal in financial planning."
Wang Xiao, Marketing Manager
"I got to know Dickson during my NSF days back in
2015. I'm glad to have consulted him on my financial planning and insurance coverage as an individual who recently entered the workforce.
Dickson is a commited and sincere person who doesn't pressurize you into signing a plan. In additional, he patiently explains and goes the extra mile to answer my enquiries no matter how late at night.
I highly recommend Dickson for anyone looking to purchase financial products/ insurance coverage."
Han Zhong Kwang, SAF Officer
"Dickson is a personal friend who I seek advice on insurance and financial matters, to learn and better understand where I am and what I can do.
Previously, even though I did not sign any policy with him then, he did not hard sell or push any to me too, while giving his honest feedback and insight based on whatever I shared.
All those previous experiences help me trust and enable me to work with him on my own financial planning now.
Hope others would benefit from listening to him as I had."
Immanuel Oh, Fencing Coach & General Manager
"Dickson is a very friendly and helpful professional who is always updated about the policies.
He clearly explained me the policies and possible scenarios. Also guided me what to do, when I was having a difficult time last month.
I strongly recommend Dickson to anyone who is looking for a financial consultant."
Suneth Tharaka, Software Engineer
"Dickson is very helpful and patient when explaining policies. He sat with me and my long term bf for at least 4 hours twice to slowly explain all the different policies and what we need to get to ensure we are fully covered and ready to start a family.
Highly recommend as he is not pushy at all and takes the time to understand your current needs and capabilities before recommending a policy."
Denise Tan, Digital Marketing Executive
"Dickson is patient in explaining everything I need to know about insurance and wealth planning. He only recommends the policies/plans I need at my current age and does not push or upsell any unnecessary plans.
Dickson also made sure that I am protected and covered for the basic needs, this is the kind of assurance you need but hardly seen these days. I know I can definitely rely on Dickson. Highly Recommended!"
Nigel Neo, Real Estate Agent
"Dickson is very proactive when it comes to dishing out information about new policies for his current and potential clients. He curates each policy to your needs and I feel that he takes an extra mile to ensure that you are comfortable with the policy and that you save more than enough for your future needs without feeling tight on cashflow every month.
You can certainly rely on him if you are looking for financial advice."
Geraldine Teng, Student
"Initially I was very uninformed and generally didn't consider any form of insurance, mainly cause I am currently not earning any income and never had a good impression of agents - I would think they are very pushy and just doing it for their own gains.
But one day I saw one of Dickson's Instastory which made me open my mind on why we need insurance, especially in Singapore.
Had a quick chat with him afterwards and he helped clarify my doubts even further. Even in the weeks that follow, I still casually spam him with my questions and he still manage to explain to me with what i was uncertain about. I understand more now, and definitely glad I engaged his services."
Syamariffin, Photographer
"I highly recommend Dickson as despite his young age, he has amassed vast knowledge in financial planning.
He is always very clear in explaining what kind of policies | should get and the purpose of each one.
From hearing him share his personal experiences I can also tell that he is willing to go the extra mile for his clients and I greatly appreciate this sincerity.
Thank you for your help thus far!"
Li Tianhui, Software Engineer
"Dickson is a knowledgeable, trustworthy and hardworking financial consultant who makes financial planning so much easier for my family.
If you're unsure what to do with your finances, I highly recommend him."
Freda Giam, Dietitian
"Patient and meticulous!
Dickson took the time out to plan what I specifically needed. A consultant who actually cares for his clients' wellbeing. And not one who just sells plans just for his own benefit! Highly recommended!"
Jaclyn Lin, Gymnastics Coach
"I had absolutely no idea about anything insurance related at all before i met Dickson.
He provided me with detailed information during our zoom calls and I realized how important it is to be insured. Thanks for helping me out bro!"
Muhammad Danial, Financial Controller
"Knew Dickson since we were crawling in mud and fighting along side each other in army. Entrusted my life with him to fight along side, and now I’m entrusting my financial planning with him.
He was patient and detailed in explaining the concept of financial planning, enlightening me on what is necessary/essential to have as coverage, nothing more or less.
Highly recommend him to those who have yet to get your financial planning sorted out or have dilemma into taking the first step, hit him up."
Marcus Yeo, Electrical Engineer