HO SHI LEI

CALEB TAN ORGANISATION
ADVISORS ALLIANCE GROUP

I graduated from the National University of Singapore with a Bachelor’s of Science and got to know about the financial advisory industry through a talk held by my agency during my university days. At that point in time, I was searching for a full-time career as it was my final semester in school. I honestly never considered being a financial consultant ever. However, thankfully, after attending the talk, unlike conventional interview processes, my agency allowed me to attend their existing training sessions to see for myself what the industry and agency are like. After experiencing the culture, I got to decide whether or not to take on this career path. Thankfully, I fell in love with the driven culture focused on values and personal growth and decided to take the leap of faith.

A career with meaning and success.
Despite the immense fear, I knew deep down that I wanted a career that provided me with meaning and success. From the various claim stories, I knew that proper financial planning is important for everyone. I believe the stigma against financial planning is solely due to improper sales tactics used in the past. Therefore, entering this career, I knew that I had to transform the way advisory is being traditionally executed and plan professionally for my clients.

Family is my driving factor.
I always believed that the rate of my success has to be faster than the rate of our ageing parents. No matter how tired I am, coming home to a home-cooked meal, or even a 15-minute conversation with my family recharges me.

Remind yourself why you’re doing this.
The most rewarding moment of my career was when I was able to help my friend organise her policies, and we found out that she had an old policy that allowed her to claim close to $100,000. Although I didn’t earn a single cent from it, the family and herself were very grateful for my help and that reminded me of why I joined the career in the first place.

Accolades

AIA FA Prestige Club (Titanium) 2024 and 2023

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2023 and 2022

AIA FA Prestige Club (Platinum) 2022 and 2021

Million Dollar Round Table 2024, 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022 and 2021

100 IDA Team Award 2024, 2023, 2022 and 2021

Bachelor of Science

Financial Needs Analysis and Plan Construction (Cert FPC)

TESTIMONIALS

Quek Hou Joo

The biggest challenge before engaging Shi Lei as a financial advisor was delving into the vast unknown of “adulthood”, having to worry much about the many factors that are pivotal in ensuring financial stability in the future. With limited knowledge in investments, property buying, saving plans, insurances, and more, Shi Lei’s in-depth and comprehensive breakdown of my financials and advice allowed me to easily understand and plan for my future without much stress and hassle. Shi Lei’s patience and eagerness to ensure her customers are able to make the most informed decisions made my financial planning experience really enjoyable and enriching, and most importantly, less daunting. Initially, I had some skepticisms that the financial planning would be more focused on insurances and savings plans, however, my skepticisms were dismissed when I realised that the financial planning process was very holistic, which considered every single aspect of my financials, even down to the details such as the yearly growth of my CPF accounts and the proportion it could be used to pay off mortgage down payments. I greatly appreciate Shi Lei and AAG’s help in making my financial planning experience much less daunting and more manageable as I officially step into the world of adulthood, and I would definitely recommend Shi Lei as a financial advisor as I believe she will continue positively helping even more people with their financials with her great attitude and service.

Yong Zi Fong

Thank you AAG for helping me to navigate my years into young adulthood financially. Biggest and warmest shoutout to my bestest and favourite advisor, Ho Shi Lei!! She is always kind, down-to-earth, relatable and goes out of her way to explain terms that’s often baffling to a UX designer like me, making sure that I’m properly protected. Not only that, she guides not just me but my family whenever they have any questions even when they are not her clients!!! I’m incredibly blessed to have her 🙂

Tan Hui Ping

I would like to recommend my advisor, Shi Lei, to all of you! I was actually facing some doubts with my old policy back then, but she went extra mile to read up and explain to me about it. To only realise I’ve signed a policy without understanding that policy. Very often we do not know what’s our own needs, but Shi Lei helped me to understand better and now I’m finally covered and have an ease of mind. Thank you Shi Lei & AAG!

Fong Si Hwee

I greatly recommend my advisor, Shi Lei, to everyone! I didn’t really understand my plans as it was bought by my parents. Shi Lei very patiently explained all the details to me and helped me better plan my finances as well! Very often we do not know what is best for us and need help with our decisions, but Shi Lei helped me to understand better and now I’m finally covered and have an ease of mind. Thank you Shi Lei & AAG!

Wee Li Shuen

The agents I’ve met under AAG are all super friendly and nice! the service that my agent Shi Lei provided is fantastic as well! She’s always super sincere, friendly & trustworthy! She doesn’t make me feel like just a client, but more of a friend/family that she cares about – super grateful to have her as my FA & trust that my finances & health policies are safe in her hands! 🙂

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

For general enquiries:

connect@aiafa.com

Phone

1800 248 8000

To learn more about us, visit

AIAFA.COM.SG

SHARE THIS PAGE