About us
Modern enterprises confront a variety of difficulties. We provide solutions in today's fast-paced and constantly changing market.
When you are more prepared, your future will be brighter
Our Team
W. H. Mok is a licensed Wealth Planner and Relationship Manager. Holding both Life and General Insurance licenses, he delivers comprehensive financial solutions encompassing wealth planning, protection, and risk management.
His core expertise lies in fire and property insurance, where he provides risk mitigation and coverage strategies for commercial and industrial clients. Through a disciplined and analytical approach, he develops structured financial plans that strengthen client resilience and support long-term growth.
Paul Lee serves as a Wealth Planner at CAPS Wealth Management. With over 19 years of experience in the property industry, he integrates his extensive market insight with licensed expertise in Life Insurance and wealth planning to deliver tailored financial protection strategies.
Drawing from his experience in the property industry, Paul possesses a deep understanding of asset value, client priorities, and sustainable growth. He is dedicated to helping clients build lasting wealth and financial security through structured, client-focused solutions that reflect CAPS’ commitment to Commitment, Ambition, Progress, and Solutions.
Hanis serves as the Admin Manager at CAPS Wealth Management, overseeing day-to-day administrative operations and supporting sales activities related to fire insurance and wealth plan products. She is experienced in client communication, policy documentation, and telemarketing, ensuring a seamless flow of information between clients and the wealth planning team.
Known for her professionalism and strong organisational skills, Hanis plays a key role in maintaining operational efficiency and delivering quality service. Her commitment to excellence and client satisfaction reflects CAPS’ values of Commitment, Ambition, Progress, and Solutions in every aspect of her work.