I started as a student advisor in 2008, and converted to full-time upon graduating from Nanyang Business School in 2010. Everyone’s economic and life situation is unique and I strive to keep this in mind when providing financial advice. I believe my personalized service is essential when matching my clients with the right products and services.
I am an International Dragon Award 2018 and 2019 winner.
Being a firm believer in the benefits of financial planning.
Being able to provide opportunities for people to plan accordingly is a key driver that keeps me motivated a financial consultant.
I am appreciative of the trust given to me by my clients, which is why I keep upgrading myself over the years so I can provide them with better service and many of my clients have also become close friends over the years. The family culture we have in my team and agency, the supportive relationships with the people that I work closely with on a day to day basis are also what keeps me going because we are always there for each other!
Being family to my clients.
Besides providing them with financial advice, my clients know that I am also always there for them. I like that many times, my clients treat me like I am a part of their family and I participate in many of their life stages as the years go by, such as seeing their children grow up.
Constantly upgrading yourself.
I have constantly upgraded myself with professional credentials such as CFP, ChFC and even CLU over the years, because I believe we only can do a proper job in advising clients or coaching new associates when we constantly stay relevant to the many changes in the world. My willingness and determination to remain updated and knowledgeable in order to better service my clients is one of my biggest strengths as a financial consultant.
In my 12 years journey so far in the industry, my proudest achievement is being a part of the first ever Singapore 100 IDA team in 2018, because we put Singapore on the world map!