I have been a financial consultant since 2018, a journey that has been both professionally and personally enriching. Coming from a working-class family, I was drawn to this career because of its dual rewards: the challenge it presents and the substantial impact it allows me to have on people’s lives, financially and emotionally. This career not only offers personal growth and financial rewards but also the opportunity to positively influence my clients and associates significantly.

My greatest career goal is to make a lasting impact. I aim to improve the lives of my associates, helping them achieve their dreams and, in turn, support their families better. Similarly, for my clients, my goal is to provide reassurance and stability in times of need, ensuring them that they are well taken care of. Witnessing the positive changes and the real-life impact of my work on families and individuals is incredibly fulfilling and drives me to continue in this field.

One of the most valuable lessons I have learned is the importance of servant leadership. This approach has taught me to always prioritise the well-being of others and to act with their best interests at heart. This principle guides my interactions and decisions, ensuring that my actions benefit those around me, both clients and colleagues.

My motivation as a leader stems from the success of my associates and the assurance I can provide to my clients during critical times. Knowing that I have the capability and opportunity to affect significant positive change in their lives gives me immense satisfaction and joy. It reinforces my commitment to this career and continually inspires me to strive for excellence.

For newcomers to this industry, I advise patience, humility, and kindness. These virtues are essential as they underscore the fundamental role of a financial consultant – to serve. A financial advisor might have many clients, but a client typically relies on a single advisor to guide them through life’s financial decisions. It is crucial to remember that the trust placed in you by your clients is sacred and should be handled with the utmost integrity and care.


AIA Centurion Club 2024

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2024

Court of the Table 2024

International Dragon Award – Bronze Dragon Award (Agent Category) 2024

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