This is my 10th year dedicated to empowering young adults, women and families with financial education through customised portfolios and workshops. I derive a great sense of satisfaction from helping families plan for their future and fulfilling their dreams. I am committed to being there for my clients in times of need and trouble. I am also an Estate & Succession Practioner representing Precepts Legacy Pte Ltd and an Associate Reit Investment Advisor.
Cultivating the right habits.
Building the right habits is an important thing to have in mind for young advisors at the start of their careers. They should also be aware of their goals, and the kind of growth they are striving toward in their life and career. We value-add to our clients by keeping them updated and being competent in the work that we do.
Drawing inspiration from my peers.
I am particularly inspired by financial consultants all over the world who have dedicated their lives to this cause. Through seminars and conferences, I’m thankful for their selfless sharing and the friendships made over the years.
Shaping Singapore as a financial hub.
Financial consultants will play a big part in shaping Singapore as a financial hub for future generations to come. Academic qualifications are important, however financial literacy and education are what keep us ahead. I believe our role as financial consultants is to provide sound advice and guide individuals and families towards their goals.