As a financial advisor and go-to person to my clients turned friends, I seek to give my clients the confidence to take calculated risks and the courage to build a bigger life by tailoring a portfolio that fits them. Being in the business for a decade, I have assisted many of my clients in insurance claims, building their investment and retirement portfolio, as well as estate planning for the next generation.
Some of my accolades are multiple Million Dollar Round Table (“MDRT”) memberships as well as International Dragon Awards (“IDA”). I was part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award 2019, and we have continued to achieve this prestigious award every year since then. I have also qualified as a member of the AIA Financial Advisers Prestige Platinum Club since 2020. I am also a certified Associate Wealth Planner.
Building the next generation.
As I seek to become a lifetime MDRT recipient, I am also planning to pass down my experience and knowledge to the younger generation, grooming the next generation of leaders in the financial services industry.
People have value.
I am a firm believer that people have value. The best investment one can make is to invest in themselves and their future. I believe that generally, people are looking for something. If we, as financial advisors, can offer our clients clarity of mind, we would have made an impact on their lives. Insurance, after all, requires assurance.