HARIE HADI KHAIRUDDIN BIN JOE HARIE

MING KWANG-SUNNY YAP ORG
ADVISORS ALLIANCE GROUP

Back in 2020, I was still a coffee barista when I met my army batchmate who was then, a first-time MDRT qualifier. He showed me that this career is more than just a sales business (rather a relationship-based one). I was drawn to the concept of how a financial consultant requires working closely with the client to understand their unique financial situations & thereafter, provide professional personalised advice and guidance for them. And that this relationship will be a long-term one. What intrigued me most was that a financial consultant role is wide-ranging whereby at times we may need to engage in legal matters such as LPA and will-writing, financial planning, and more. In 2021, I decided to join the financial advisory industry.

To be able to wake up and help improve a person’s financial well-being keeps me motivated as a FC. Quoting Winston Churchill which summarises my purpose best, “If I had my way, I would write the word ‘insure’ over every door of every cottage and upon the blotting pad of every public man, because I am convinced that, for the sacrifice that is conceivably small, families can be secured against catastrophes which otherwise would smash them forever.”

My manager, Ming Kwang, who is a triathlete, father of 2, husband, son, manager to 8 people and more, is the epitome and ambassador of work-life integration and my biggest inspiration. He taught me how we can blend and balance work and personal life, and have a better overall well-being.

Being a FC has helped me to always be updated with daily news & skills. This has helped me greatly as I can have more meaningful conversations and be able to value-add to wide-ranging individuals from business owners, pregnant mothers, pre-retirees, students etc. The needs of a pre-retiree are almost hugely different to that of a student. Hence, being a FC compels me to think and learn how to tackle the challenges of the multifaceted phases of life.

The most rewarding moments of this career are when I help my clients achieve clarity on their goals and achieving them. I helped a client plan her way from being a single individual, planning for her future wedding, house, and house renovation, to eventually getting married and now, planning for their newborn child’s future education. Being able to devise comprehensive financial planning to help them achieve their financial goals and being blessed with the ability to assure them through good and tough times, can be extremely fulfilling.

Accolades

AIA FA Prestige Club (Gold) 2024

AIA FA Prestige Club (Titanium) 2023

Million Dollar Round Table 2023
International Dragon Award – Bronze Dragon Award (Agent Category) 2023
Bachelor of Arts (Psychology), Summa Cum Laude
Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)

TESTIMONIALS

Syafiqah, Finance Executive

A Financial Advisor who always have his clients’ interests at heart, Hadi will go the extra mile to really understand his clients’ needs and propose the right policies without any hard selling. Beyond a FA, Hadi is already like a family to us. With his warm and friendly personality, anyone will instantly feel comfortable with his presence. Definitely our go-to person for our financial and insurance needs. Congrats on clinching the award, Hadi!

Royce Teo, Field Service Engineer

I want to take a moment to thank you, Harie, for your excellent work in helping me manage my finances. Your expertise and guidance have been invaluable to me, and I truly appreciate the time and effort you have put into helping me achieve my financial goals. I particularly want to commend you on your excellent communication skills. You have always been very clear and concise in your explanations of complex financial concepts, and you have made sure that I fully understand every aspect of my finances. Additionally, I appreciate how proactive you are in identifying opportunities for investment growth and cost savings. If I could offer any constructive feedback, it would be to encourage you to continue exploring new ways to help me optimize my finances. I believe that you have a great deal of analytical expertise that could be leveraged even further to identify new opportunities for growth. Once again, thank you for your excellent work. Your dedication and professionalism have made a real difference in my life, and I look forward to continuing our partnership for years to come.

Nifail, Physiotherapist

Harie Hadi has been a crucial individual in the planning of my insurances and my financial planning in the recent few months. He has explored with me a few upgrades and options, which have been viable to be to utilise for my future plans and to achieve my goals. Apart from that, he does a lot of handholding for me through many things which I was unsure of, assisting me through early mornings and late nights through his busy schedule, to ensure that issues are settled. I am definitely sure, through all the meticulous duties that he has done, he is one of the best FAs that I have ever met, hands down.

Haidhir, Engineer

Hadi focus at building client repport before anything else which gives his service warm and genuine feel. His timely and expert financial advice are thoughtfully tailored to the needs of his clients, and he delivers it with simplicity and clarity. A usual service session with Hadi would feel like a comfortable and relax, not like an uptight business deal which is much appreciated by his clients such as myself.

Qing Rong, Head Barista / Cafe Owner

Harie has always been there to answer any doubts or enquires with the fullest attention, commitment and extreme patience. A FA thats always positive and proactive, and always going the extra mile. He has given me the reassurance and has my utmost faith as my FA.

Get in Touch

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