Claudia Stein

After graduating from law school in Brazil and then in Germany, Claudia practiced corporate and contract law for 10 years.  She then decided to change professional direction and focus her energy and interest in the financial services industry. In 2002 she obtained her MBA and in 2005 her master’s degree in Finance.  She subsequently became a Singapore Permanent Resident and obtained the requisite certification to practice as a licensed financial adviser here.

Having lived and worked for many years in the Americas, Europe, and since 1998 in Singapore, Claudia is able to understand and relate to different cultures and has gained considerable expertise in wealth advisory, investment and protection options available to international and globally mobile individuals.  She is focused on building long lasting client relationships.  She works closely with her clients to provide an array of financial services and is dedicated to establishing highly personalised solutions and positive client outcomes, this being key for her clients to picture and achieve their future financial goals.  Passionate about providing expert holistic advice to enhance her clients’ financial lives, Claudia’s ambition is to empower and educate women to becoming financially independent.

In her spare time, Claudia enjoys being around family and friends.  She loves reading, long walks in nature, travelling the world, and scuba diving.

Client testimonials:

 “We looked for a trusted financial advisor for quite some time after relocating to Singapore from Sydney.  We then met Claudia and we were quickly impressed with her professionalism and knowledge.  She worked with us to understand the best investment strategy for our long-term needs; She also provided insights and recommendations we found very valuable as we settled in Singapore.  I would strongly recommend her servicers to anyone looking for investment options.”

Luca Melluso, Technical Director – Solutions Architecture & Connectivity. AirTrunk

“Claudia has done a great job for me.  I felt that she strived to provide a tailored solution to suit my needs.  We met several times so she could fully understand my expectations and she guided me through the myriad of financial instruments available.  Throughout the process, I always felt that she was genuinely interested in the best outcome for me and that I was getting balanced and objective guidance from her which enabled me to invest with confidence.   I highly recommend her services to anyone searching for honest and straightforward financial advice.”

Andrea Marzullo, Marketing & Communications Director, Self-Leadership International