I chanced upon the financial advisory industry while I was still an undergraduate at Nanyang Technological University. Not wanting to waste my summer holidays, I took the time to learn about the industry as I aspired to be an actuary back then.
Looking back, I’m thankful for being open-minded and courageous enough to decide on this leap of faith into this journey. I’ve not looked back since, and I can only thank my lovely team and amazing clients for making my journey thus far fulfilling and purposeful.
Priceless lessons on compassion and empathy.
Being a financial consultant has allowed me to cross paths with people from all walks of life. I’ve experienced the joys of my clients and celebrated with couples expecting their first child. I’ve assisted individuals who are concerned if they’re protected after witnessing their loved ones fall ill. I’ve built up the bricks one at a time with working adults, excited for the day they achieve financial freedom. I’ve also handled the claims for grieving families who lost their loved ones.
The peaks and valleys experienced in this career have taught me about resilience, and my capacity to rise up to unanticipated challenges. Even more, it has taught me priceless lessons on compassion and empathy.
Becoming a “whole” person.
After qualifying for MDRT, one of its philosophies resonates with me strongly — being a whole person. Becoming a whole person is not a one-time event. Whole persons are engaged in a lifetime quest to achieve balance in all aspects of their lives — relationships, health, education, career, service, finances and spirituality.
This philosophy inspires me to strive for my full potential, while engaging in a meaningful and rewarding journey. That, is my lifetime goal.
Have integrity and craft suitable solutions.
Holding the title of a financial consultant, we are responsible for the consultancy we provide and ensuring we have the best interests at heart for each and every client. This sometimes involves pointing out the shortfalls in clients’ portfolios even if it may not be something they want to hear, and putting ourselves in their shoes to craft the most suitable solutions. We also need to constantly seek to improve our competency and knowledge to serve them better.
Be a friend and a listening ear.
Other than a financial consultant, I am also a friend and a listening ear. Many times, I’m a confidant to my clients, because health and financial issues are still not something most are willing to share openly. This strengthens my purpose in this career, and I will love to walk side by side along with my clients who have placed their trust with me through the many more milestones life has in store ahead.