SIM WAI LENG CAELA

RAY TAN ORGANISATION
ADVISORS ALLIANCE GROUP

I joined this career when I was still a penultimate student at Singapore Management University. I always wanted to do more during my time as a student. Initially, I was attracted to the financial advisory industry as I wanted to pursue experience in B2B sales. However, after the intensive training and planning for my family and me, I realised how important and meaningful this career is. That was what made me decide to embark on this journey as a full-time financial consultant.

Grateful for the deeper relationships built.
Being a financial consultant has helped me build deeper relationships with my friends and family members and reconnect with long lost friends whom I would not have had the opportunity to talk to without this job.

Still, more room to grow.
After 3.5 years in the industry, I still have plenty of room for growth, whether it is in levelling up my financial advisory competencies or learning about other specialisations like estate planning.

Financial planning is not as simple as it seems.
Many people still carry this preconceived notion that being a financial consultant is only about selling insurance products, but the truth is financial planning can get highly complex, especially as individuals get more affluent. As we get wealthier, it is all the more important to ensure that we have the proper guidance and advice to invest in the right instruments, and further grow our wealth.

Accolades

17th Runner-up, Top Financial Consultant 2021

13th Runner-up, Top Financial Consultant 2020

AIA FA Prestige Club (Titanium) 2024

AIA FA Prestige Club (Platinum) 2023 and 2022

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023 and 2022

AIA Centurion Club 2021

Million Dollar Round Table 2024, 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2022 and 2021

100 IDA Team Award 2023, 2022 and 2021

Associate Estate Planning Practitioner (AEPP^®️)

Financial Needs Analysis and Plan Construction (Cert FPC)

TESTIMONIALS

Angie See

I approached Caela when I was looking for a Financial Advisor to take over my family’s and my policies as my family advisor was leaving the industry, and also to seek financial advice on how my family and I can improve our financial portfolios.

She was extremely proactive, helpful and patient in understanding our short and long term needs and goals, as well as our budget, before proposing solutions that would be the best fit for us.

She has made the details of our policies easy to understand with a detailed yet succinct policy summary, and is also always helpful, quick and responsive in answering our queries and helping us with our claims.

Caela is passionate, empathetic and genuinely wants the best for her clients and people around her. I have already and will never stop recommending Caela to anyone who needs financial planning and advisory. Thank you Caela!

Jordon Koh

10/10 would recommend! When I first met up with Caela it was with a ‘just hear it out’ attitude, but she helped me understand the importance of financial planning and what personal goals I’m capable of achieving while doing so.

I was truly impressed by her professionalism as well as the effort she put into creating easy-to-understand slides to help me understand everything I need to know about myself and what I should be doing with my money. I’m fully convinced she’s the one to go to!

Tobias Tan

As I wanted to understand the current insurance policies that I hold and find out more about how I can better manage my finances, I approached Caela for her help. She collated all my current insurance policies into a table, giving me a summary that was easy to understand. She then went on to patiently explain what each of them was for. Also, in view of my current and future goals, she helped me form a plan to make those goals achievable. Caela is hardworking, genuine and conscientious, and I would definitely recommend her services!

Darren Neo

Wonderful and sincere sessions with Caela. She was very patient and listened to my goals and dreams. Moreover, she probed deeper to ensure that I was properly covered before making any recommendations to me. She took in everything I said and went back to craft a tailored plan to meet my needs which she explained in detail during the second session.

Winnie Puah

Even though I am someone who does not have much knowledge in this field, Caela has been nothing but patient and open-minded as my financial consultant. She explains everything in a digestible manner and allayed many of my financial concerns through careful planning and analysis of the different plans available to me. As a young adult herself, she is also able to empathize and come up with solutions that are financially feasible for people my age. Caela is passionate, resilient and knowledgeable – these are traits I believe will carry her a long way in this industry. Thank you for opening my eyes to the importance of financial planning!

Get in Touch

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