MOK SHAO EN JOSHUA

A financial consultant since 2017, I am dedicated to making good of that passion for the art of human interaction, I relish the opportunities that the financial services industry gives me to be present through my clients’ various life stages. I have also realised that I enjoyed learning about people from my days of studying sociology.

Financial planning is personal.

That is why the most important quality you should have is empathy. Anyone else can be good with numbers — those people are called accountants. Financial planning and consulting need that human touch that will win the trust of your clients because you can understand their needs and serve them in their best interests.

Big goals ahead.

My ultimate aim in this industry is to have at least 500 people under my care because I realised the positive impact that my job has on my clients, as well as my fellow peers in the industry.

Have love for your clients.

With every client you take on, you are building a lifelong friendship with them. It is essentially a promise that you will be with them every step of the way, and ensure that they have got you as a pillar of support during the rainy days.

Accolades

For general enquiries:

Email

connect@aiafa.com

Phone

1800 248 8000

To learn more about us, visit

AIAFA.COM.SG