Fate brought me to know my financial advisory career, and I took the leap of faith to do a career switch from banking industry. Throughout the years, I’ve witnessed and learnt so much from the people I known and met from different walks of life, even my own family members. And it really taught me the importance of proper financial and retirement planning for everyone. And I feel heartening to be able to say that – I’ve never looked back ever since.
Embarking on my 5th year in the financial services industry, I achieved my first Million Dollar Round Table, 2-time International Dragon Award (IDA) – Bronze Dragon Award Winner and a member of AIA Financial Advisers Prestige Titanium Club 2020.
Each policy represents a lifelong promise.
I truly respect each and every single client of mine; because to me, every policy they commit to, represents their love and responsibility to themselves and their love ones. Actions speak louder than words. And as financial consultants, it is our duty to be our best for our clients. Because this, is our commitment of service to their trust placed with us.
Always a new friendship built
My biggest goal in my financial advisory career is to have lifelong genuine friendships with all my clients, sharing our every milestone and fulfilling our dreams together. When we grow old, we can still hang out, having high tea and laugh about lives together! And when that happens, it means we are healthy and financially secured. This is something we couldn’t be more thankful for.
To grow and be better together
I always tell myself to make sure I understand all my clients well and having continuous self improvement so that I am able to provide the most suitable and sound advice to my clients. Afterall, my mission is to help my clients plan well and fulfil their dreams to live and retire with a peace of mind. When we are invested in what we do, that’s when we can make things happen.
Blessed to bless, empowered to empower. And for that, I am ever grateful.