I joined the financial advisory industry as a student consultant while I was studying at Nanyang Technological University. My purpose in this career grew tremendously when my father got diagnosed with end-stage kidney failure just 3 months into the business.
I realised a simple outreach and education on the importance of having hospitalisation coverage can prevent huge financial burdens on any family or individual in the future. I made it my goal to reach out to as many of my friends and family as possible, to ensure that their livelihoods will not be affected even when catastrophes strike.
Broadened perspectives from meeting people.
Being a financial consultant has allowed me to broaden my perspectives and horizons, as I meet and speak with people from all walks of life. Through this job, they are able to share with me their successes and failures, which have provided me with much enlightenment as I share their walk of life with them.
Walking through life with loved ones.
I see my role as an evergreen one, as we have to experience the different life stages with our friends together. We share knowledge and experiences with one another, so as to all reach our life goals quicker. The human touch is necessary throughout this process as well.
Adopt a growth mindset.
Every financial consultant should have a growth mindset and always strive for personal development no matter how long they’ve been in the business. We need to be able to provide up-to-date knowledge to clients, as well as possess the continuous drive and motivation to push ourselves to do better every day even if it’s just 1%. This is our business, and we are business owners. We must ensure our businesses continue to prosper and fight all obstacles ahead, alongside good mentors.
A friend that will weather all storms.
I tend to play my role as a friend and sister to my clients, as someone who will progress through the milestones of life together with them. I feel immensely satisfied when I see my clients achieving the life goals they set out to achieve, thanks to the comprehensive financial planning we have diligently put in place.