I joined the financial advisory industry in 2014 as a student advisor from Singapore Management University. Since graduating in 2016, I have been a financial consultant full-time. I am committed to learning each and every one of my clients’ personal goals and helping them build a sound financial plan focused on their specific needs.
I am the proud recipient of the International Dragon Award (IDA) 2019 and 2020 and am part of the 1st Singapore 100 IDA Team.
Being the captain of my own ship.
The key driver that keeps me motivated is the ability to achieve success based on my own merits. I appreciate being the captain of my own ship and solely responsible for sculpting my own destiny and future.
Being more than a financial consultant to clients.
To my clients, I am also seen as an educator and more importantly, as a friend. Besides being their financial consultant, my clients know that I am also someone that they can go to for personal and professional advice.
I am always a phone call away.
The ability to listen and relate to each client’s unique circumstances is my biggest strength as a financial consultant. My biggest unique selling point would be the service given to my clients post-sales; they know that I will always be just a phone call away.
Surround yourself with the right support.
Being part of the 1st ever Singapore 100 IDA team back in 2018 is the proudest moment in my journey as a financial consultant to date. A lot of sacrifices were made on my part to achieve this, especially the time lost with family and friends while I was pursuing this goal. I would not be where I am today if not for the support of my family and friends and having an amazing organisation like AAG to back me up.