My journey as a financial consultant after graduating magna cum laude from Business Management at Singapore Management University was not one without hardship. Coming from a lower-middle income family, I had to work to support myself through university to pay for tuition, which was also why I joined Advisors Alliance Group in my sophomore year.
These hardships steered me towards a career in financial consulting, where I decided it was a field where I could make a difference in the lives of the people around me. I achieved my first International Dragon Award – Bronze Dragon Award in 2019. I am a member of the AIA Financial Advisers Prestige Titanium Club 2020 and have also been awarded the title as Personal Wealth Manager of AIA High Net Worth Prestige Club 2020.
Coming from a single parent family, I saw how hard my mother had to work – through sickness and pain, to bring up my brother and me. It got me wondering about other women – women who are less advantaged, with less education or with even less economical privilege and how they survived bringing up their children on their own without help. My goal in life is hence to eventually build a charity in Southeast Asia that helps disadvantaged women and children live better lives for themselves and their future generations.
Always serve with impartiality.
To me, a financial consultant should be able to genuinely encourage and be there for their clients, through hardships and successes. Most importantly, we should never judge people based on our preconceived notions of how a person should or should not be.
Have faith in the bigger picture.
Ultimately, I want to build a team that, through this career, would be able to provide better lives for their families and self, with God in the centre of our business.
Being a financial consultant is like being a teacher.
Financial consulting draws a lot of parallels with my experience as a private tutor. Financial advisory, like teaching, is about making difficult concepts simple, and being able to rephrase the same concept in different ways until the student (or client) understands what is being said.
You also get to learn about his or her unique learning style and needs, and then adjusting the teaching plan so that the student walks away with the best value, and his or her life changed slightly, because of me.