I am the youngest in a family of 4, my parents retired in their early 50s and that taught me first-hand the importance of proper financial and retirement planning. Prior to my financial advisory career, I studied marketing in SIM-RMIT.
Having joined the financial services industry when I was 21, I am now a 3-time Million Dollar Round Table member, 3-time International Dragon Award (“IDA”) – Bronze Dragon Award winner and a member of AIA Financial Advisers Prestige Platinum Club 2020. I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award 2019.
Every policy is like a marriage.
And marriage is a lifelong commitment. As financial consultants, we must be committed to be the best for the people — our clients — who placed their trust in us. Every client that places their trust in you is a heavy commitment of service.
More than just a client-consultant relationship.
My biggest goal in my financial advisory career is to go through each and every milestone in life together with my clients, and to grow old and healthy together. I am looking forward to continuing these friendships even when we retire and enjoy our golden years together!
Provide as much value as possible.
Financial consultants must make an effort to know and understand each client, because they are all unique! Therefore, understanding what’s important to my clients well helps me provide the most suitable advice. After all, my mission is to help my clients plan well to the best of my abilities so they can live and retire well.