I’m currently studying for a double degree in Accountancy and Business with a Major in Finance in Singapore Management University (SMU). I’ve always been a people’s person and I enjoy spending time with my friends, so exploring financial advisory was a field that I felt would be the right fit for me.
Now, being a financial consultant means I get to partner with my friends to help them achieve their goals in life. Due to the comprehensive nature of the financial services I offer, I also have the honour and opportunity to assist my parents and my friends’ parents with their retirement, estate and legacy needs.
My understanding of accounting and business management also allows me to provide a more comprehensive suite of business succession planning, for clients who happen to be business owners.
A motivation to give back.
My biggest motivation is the encouragement and partnership with my family and friends. I’m honoured to have found a career that allows me to serve them, while also providing for my own family. My biggest joy from this career is from being able to learn from the many parents and families I’ve spoken to over the past year. I’m deeply grateful for the advice that many of my clients have given me, and I want to continue giving back to them.
Not always about the awards.
As I have told my clients many times before, these awards don’t mean compared to the trust that they place in me to take care of them. These awards are just a platform to allow me to meet more like-minded and successful advisors so I can continually improve my services for my clients!
Always be grateful to those who helped you.
Being awarded the Court of the Table 2022 in my first full year as a financial consultant was really a testimony to the systems and structures my company has; to allow new financial consultants to be equipped with the competency required to provide quality financial advisory for our clients. Fortunately in AAG, I didn’t only have 1 mentor, I had hundreds of mentors who were always willing to make time to help me and give their input. I am eternally grateful to the hundreds of giants whose shoulders I got to stand on.