TAN PENG YU

I chanced upon the financial advisory industry as I was looking for opportunities to kickstart a long-term career while I was in university. My mindset then was that If I were to do well, I would be able to have a four-year headstart compared to my peers. Having little to no opportunity cost, I took that leap of faith in hopes of building the life that I want for myself. Coming from a single-parent family and being the youngest child, I wanted to be financially independent and support my family so that my mother would not have to work so hard into her golden years.

A career of life lessons.
My greatest inspiration thus far as a financial consultant is my mentor, Randy Lee. He has taught me many valuable lessons ever since I joined the financial advisory industry. Apart from honing my skills and craft in providing financial advice, Randy has also imparted life lessons that have helped me mature as an individual, and everything I have achieved today would not have been possible without him.

A desire to inspire.
In this career, I hope to be able to bring my clients from where they are today to where they want to be and to continue inspiring the people I work with to become future leaders in the financial advisory industry for many generations to come.

Discipline is key.
One thing that new financial consultants should know about this career is the importance of cultivating the right mindset. I feel that this is something often overlooked. Being in a self-employed career, it is extremely important to have the discipline, to be clear about what we want and what we have to do to achieve the goals that we set. A quote that I live by goes, “If your problems are bigger than your goals, you will find an excuse. If your goals are bigger than your problems, you will find a way.”

Accolades

For general enquiries:

Email

connect@aiafa.com

Phone

1800 248 8000

To learn more about us, visit

AIAFA.COM.SG