NG WEI JIE NICHOLAS

TAN YNN-LIM SENG YONG ORGANISATION
ADVISORS ALLIANCE GROUP

I started my journey in financial consulting from my good friend’s father, who I grew up knowing as the founder of an agency. Though I never had the intention of becoming a financial consultant, it was by sheer coincidence that I landed an internship at that agency in university, not knowing it was founded by my friend’s father. This was the jumpstart that led me to becoming a financial consultant full-time.

 

Financial planning is just the tip of the iceberg.

The good thing about this job is that you learn so much more than just financial planning. You also learn lessons in self-development, which has made me a better son and partner than before.

 

There is always a demand for financial consultants. 

I believe that this industry will always remain evergreen. Financial advice is needed for every milestone in life from birth to death, and everyone will need to have someone to call when something happens.

 

Resourcefulness is more important than having a lot of resources. 

I started out needing to get over the hurdle that I have got no people to recruit. But honestly, I realised that resourcefulness is more important than having a lot of resources. Thankfully, I consider myself sociable and easily make people at ease when we meet. Some have even gone on to look for me for relationship advice!

Accolades

AIA FA Prestige Titanium Club 2021

Bachelor of Business (Second Upper Class Honours)

Diploma in Personal Financial Planning (DPFP)

Institute of Banking and Finance Advanced (Level 2)

Associate Financal Planner (AFC)

Get in Touch

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1800 248 8000

 

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