My journey in the financial advisory industry began six years ago during my final year of undergraduate studies in Nanyang Technological University, graduating with First-Class Honours in Accountancy. In the course of my career, I have achieved certifications as a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), Associate Estate Planning Practitioner (AEPP), Certificate in Retirement Adequacy Planning (Cert REAP) and Master Fund Adviser (MFA). My other accolades includes maintaining my membership on the Million Dollar Round Table (MDRT) for four years, and qualifying for the prestigious International Dragon Award (IDA).
Maintaining the high standards I set for myself.
The words of appreciation from my clients, their testimonials and many friends that they have recommended to me assures me that I am doing the right thing and it keeps me motivated as a financial consultant. I also started mentoring two years ago and strive to be exemplary in my conduct and business ethics for the associates that I’ve brought into the business.
Offering more than financial consultancy.
My clients often tap on my network of professionals in other industries such as doctors, lawyers, accountants, head-hunters and other trades such as car mechanics, custom printers and nutrition specialists. Basically, I play the role of a connector by providing resources and as a problem solver to address whatever needs that they have, to the best of my abilities, outside of financial planning.
Every detail matters.
My greatest strength as a financial consultant is that I am highly analytical and detail-oriented, and acting as a financial coach to my clients. My unique selling point would be the comprehensive financial planning process that starts with thorough understanding of my clients’ financial goals beyond simple insurance and investment planning. Our conversations cover a broad spectrum beyond that, from cash flow optimisation, mortgage
planning, CPF planning, estate planning, retirement planning and child education planning. I am here to provide a holistic view of their finances and take meticulously calibrated steps along the way.
My proudest achievement.
The proudest achievement apart from my personal achievements, is having made the lives of my associates better by enabling them to achieve their MDRT and IDA awards. Through this career, they have made their lives and better their families’ lives as a result.