TAY ZHI JOEL

LUCAS LIM-KOH POO KWEE ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP

Previously a full-time auditor at the Big Four, I chose to switch to financial consulting as I’m a firm believer in the immense value of proper financial planning, and the assurance it can bring to my clients.

Have your heart and mind free from worrying.

As a strong proponent of financial freedom, I believe that one should work hard towards having their heart and mind free from worrying about the what-ifs of life. As long as your financial gaps are covered and one regularly reviews their financial portfolio, it is not difficult to attain financial independence and live a worry-free life.

Seek to create as much value as you can.

My greatest goal is to have an endless purpose to seek and create immense value for the people around me who I care about, as well as to shape the financial advisory industry into a landscape that is robust, reliable and trustworthy.

Do good and think good.

It’s important for all financial consultants to have the healthy mindset to do good and think good. Service is key, and we should go above and beyond to be there for our clients when they need us.

Accolades

AIA FA Prestige Titanium Club 2021

Million Dollar Round Table 2021

International Dragon Award 2021 – Bronze Dragon Award (Agent Category)

100 IDA Team Award 2021

Bachelor of Science in Accounting & Finance

Financial Needs Analysis and Plan Construction (Cert FPC)

TESTIMONIALS

Kwek Zheng Wei, Sales Executive

Joel is a responsible and fun consultant at the same time, keeping me posted on important updates as well as new changes that are happening around. He is like a very good friend that checks up on you every once in a while especially during this pandemic just to make sure that I am coping well, and continues to provide excellent after-sales services which I appreciate a lot. Do contact him if you need any help with your finances, he’s very knowledgeable in his field as well!

Jennifer, Accounts Manager

Joel is very meticulous and is able to handle my queries promptly during the planning process. He also went beyond the extra mile to address any concerns that I had, making sure that that I was comfortable with what he suggested before moving forward. I feel assured under his servicing and would recommend anyone looking for a responsible agent to approach him.

Agnes Teo, PR Executive

I had my reserves when I first met Joel as he was recommended through a mutual friend. We met on Zoom and he quickly brought me up to speed as I wanted to understand the existing policies that I have. He is very empathetic and I did not feel pressured throughout the entire process, as he always reminds me to let him know if I am comfortable with whatever he has planned. This gave me the confidence that he had my interests at heart and puts my needs above his, as I wanted to start my financial planning and do it right the first time. Would definitely encourage you guys to hear him out!

Get in Touch

I look forward to your enquiries and appointment.
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For general enquiries:

Email

connect@aiafa.com

Phone

1800 248 8000

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