Awarded the Court of the Table 2021 after being a Million Dollar Round Table member in 2019 and 2020, I worked my way to becoming an Executive Financial Consultant since I started out 5 years ago.
Today, apart from being a financial consultant, I am also an estate planner, wedding planner and events organiser. Formerly an air force regular, I left to join the financial consulting industry as I was driven by my desire for financial independence, as well as wanting to provide a comfortable life for my parents for bringing me up.
Focus on what is small enough to change, but big enough to matter.
This is why it is important to always be, first and foremost, a listening ear to your clients. In the pursuit of personal growth, I always strive to be on the pulse of my clients’ financial needs, helping them in areas from insurance and investments to mortgages, wedding planning and even car purchases. I fundamentally believe that this personal touch, aided by my listening ear, is key to the role of a successful financial consultant.
Never forget it’s a team effort.
Even though I achieved my biggest accolade, the Court of the Table 2021, I do not deserve the credit alone. It is also thanks to my fellow colleagues and Court of the Table focus group for helping me pull through in the last quarter, as well as my founder, Chuan, for inspiring the right culture and values of the organisation in me. I also have AIA FA’s team of underwriters, business development managers and backend staff for being there to support the business’ growth.
“Life doesn’t happen to you, it happens for you.” – Tony Robbins
Because of this quote, I have my sights set on eventually becoming an Executive Director, and to help bring more people into the business and positively impact more lives.