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.