AFFINITY GROUP
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Shannon Foo
REP NO. FSS300578360

Executive Wealth Managers · Affinity Group

ShannonFoo

Executive Wealth Manager

InvestmentsWealth PlanningHNW Planning

Shannon is an Executive Wealth Manager who made a mid-life career change into financial advisory in 2021 — and qualified for MDRT in each of her first two full years, 2022 and 2023. Focused on investment, wealth and high-net-worth planning, she is known for turning financial complexity into confident, practical decisions. She works closely with professionals and families to grow what they are saving and prepare for the milestones ahead, and believes clients deserve to understand their own plan fully, so she explains every option with clarity and without jargon. Supported by Affinity's specialists and Infinity Financial Advisory's partner network, she brings both breadth and care to every relationship.

“You should understand your plan as well as I do.”

In Shannon's words
WhatsApp Shannon Email Shannon
WA +65 8823 8656shannon.foo@infinityfa.com.sg

Credentials & recognition

Recognised, year after year.

Shannon's designations and industry honours — every one of them earned since starting in 2021.

Million Dollar Round Table

2 consecutive years · 2022–2023
2022MDRT
2023MDRT
2× MDRT

Behind the role

What Shannon brings to the branch.

Areas of advice

Investment & Wealth PlanningHigh-Net-Worth Planning

How we can help

Conversations Shannon can guide you through.

Shannon specialises in estate planning, investment management and succession planning, and is backed by specialist pathways across the branch for everything else.

All services
Estate planning
Shannon's specialism01
Estate planning

Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.

Investment management
Shannon's specialism05
Investment management

Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.

Insurance advisory
02
Insurance advisory

Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.

Personal financial planning
03
Personal financial planning

One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.

Retirement planning
04
Retirement planning

CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.

Tax planning & optimisation
06
Tax planning & optimisation

Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.

More of the team

You'll never be advised alone.

Start a conversation

Whether you are protecting a young family, planning retirement or thinking about your business's next chapter, the first step is a relaxed, no-obligation conversation.

Careers at Affinity ↗
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