The story of my first step into the financial advisory industry is a funny one. I was in KPMG as an audit senior for REITs for 3.5 years, when I was called to help my family business in Indonesia. However, while I was there, my mother received bad readings in her health report and was looking for a policy that could cover her housing loans.
I introduced her to my classmate from Nanyang Technological University, Weiyen. It was funny how she started asking him about the policies, and because she wanted a “rebate” from the policy, she asked me to take the exams for the license so that she could get the coverage from me instead! In the end, she didn’t get the policy from me, but I decided to join the industry full-time as I realised the impact and the purpose that the industry could create.
Everything happens for a reason.
I always believe that everything happens for a reason, and I am really grateful to be in this career where I get to impact lives while giving me the freedom of running my own business and managing my own time. I always aim to impact at least 100 lives a year, whether it is through financial planning, lending a listening ear or bringing them into this career. Now, seeing my friends and clients grow as well as seeing my guys improve in the business really keeps me going every day.
Always have each other’s back.
The most rewarding moment of my career was when it was my first time processing a claim. While it was not a big claim, it was the first time someone really looked me in the eyes, and you can really see how thankful they are. It really put things into perspective for me, and it taught me to always look out for one another and be there for one another in times of need.
Achieving your life dreams needs hard work.
My advice for new financial consultants entering the industry is to work for the first few years like no other ever would, so you can live the next dozens of years like no others could!