Having been a financial consultant for slightly over a decade, I have received accolades such as the AIA Financial Advisers Prestige Titanium membership, Million Dollar Club Gold awards and Superstar Gold award throughout my career.
I started my financial advisory career after leaving the property management industry, where I had worked for 3 years after my diploma studies. It was that leap of faith that has rewarded me well to keep going on.
Trust does not come easy.
Trust is only earned if you uphold yourself with integrity and honesty. When clients give us their trust, it is a heavy responsibility on us to give the best advice and recommendations that act on their best interests.
Everyone deserves a chance to attain financial freedom.
Attaining financial freedom is not only a goal I strive to help my clients attain, but for myself as well. In this field, we do our best to apply our expertise on both our clients and ourselves to better safeguard the futures of all parties.
You need a willing heart, as well as a strong mind.
I believe every financial consultant needs to have compassion and discipline. Financial advisory is not just about the technical competency, it is also about being good at communication between people. In this job, you need to be frequently engaged with your clients. That is when you need to have a willing heart to empathise and understand their needs, before you can use your discipline and knowledge to help them achieve their goals.