WUU ANGIE

WUU ANGIE

VENICE HU ORGANISATION
ADVISORS ALLIANCE GROUP

I graduated from Nanyang Technological University’s Accountancy faculty (w Hons) and worked as an auditor with Ernst & Young for over two years upon graduation, and as a regulator with the Monetary Authority of Singapore (MAS) for four and a half years before making the career switch to financial consultant seven years ago.

I am a certified CFP, AEPP, IBF Qualified: Wealth Management, multiple Million Dollar Round Table (MDRT) qualifier, as well as multiple International Dragon Award (IDA) qualifier.

 

Maintaining your clients’ dignity.

Financial planning is a necessity to help our policyholders keep the dignity we should all have in times of need, and to help them enjoy a lifestyle of choice which they deserve after all the years of hard work they have put in. This is something new financial consultants should be fully aware of at all times in order to succeed in their roles in this industry.

 

Drawing inspiration from those around me.

My late boss in MAS is one of the greatest influences in my journey as a financial consultant. His unexpected death came as a shock to me and got me thinking about my own life, about what I hoped to achieve and to contribute to in my lifetime, and the kind of impact I wanted to make on people whose lives crossed paths with mine. I have since decided that I want to touch each life that I’ve met positively, so long as they allow me to, and to live life to the fullest. When I finally die, I would like to die a happy and fulfilled woman!

 

Continually keeping abreast with the evolving needs and concerns of our clients.

The sophistication of planning has advanced with more options and innovations made available. The way of engagement and the process of planning for our financial safety nets and goals have also progressed as people now have a better and deeper understanding of the purpose and importance of financial planning.

Technology has also facilitated the financial planning process as information is easily accessible and execution can be done very efficiently. For instance, discussions are now focused less on the transfer of basic information and more on the individual’s circumstances and concerns, and hence a more efficient construction of customised solutions. With digitalisation, execution of solutions can be done seamlessly.

I think people will continue to become more savvy. And as a professional financial consultant, i will have to continually upskill my knowledge, as well as keep abreast with current developments and trends to stay relevant and updated, as well as build a network of specialists (such as Tax, Legal, Trusts, Mortgage experts) so that I can always help meet my clients’ evolving needs and get the solutions properly implemented. I strive to be their go-to-person for all matters that will help them achieve their financial milestones – risk management, investments, wealth accumulations & preservations, and even wealth distribution, i.e. estate planning. For instance, being certified the same level as a private banker further aids me in terms of technical knowledge, as well as benchmark my service standards to the whole ecosystem of specialists.

Accolades

AIA FA Prestige Club (Titanium) 2024

AIA FA Prestige Club (Diamond) 2023

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023, 2021 and 2019

AIA Centurion Club 2022

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2022

AIA FA Prestige Club (Platinum) 2021 and 2020

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2020

Million Dollar Round Table 2024, 2023, 2022, 2021, 2020 and 2015

International Dragon Award – Bronze Dragon Award (Agent Category) 2023,2022, 2021, 2020, 2019 and 2015

100 IDA Team Award 2023, 2022, 2021, 2020 and 2019

Certified Financial Planner (CFP®)

Associate Estate Planning Practitioner (AEPP®)

Bachelor of Accountancy (w Hons)

TESTIMONIALS

CHOONG ELIZABETH, BUSINESS ANALYTICS LEAD OF A MNC FIRM

Angie’s approach to financial health is factual and holistic, and involves an overall well-being assessment. Her wealth of experience from MAS to financial planning provides a sense of assurance that my policies are well evaluated and suited to achieve my goals. Angie treats everyone with sincerity and often shares her knowledge or learnings from the different life stories she has encountered. I appreciate how she pays it forward to the bigger community! Definitely a consultant you can rely on!

ANDREA LOH, HR MANAGER OF HMLET CENTRAL PTE LTD

Angie is an awesome coordinator and great at getting things done. She can be a very busy person, but always responds promptly to our queries. Hmlet has been working with her for 1 year now, and we are very happy that she is able to help us with claims, LOG matters, billing matters, information about the coverage, handling our employee’s queries directly and also to offer one to one sessions for any upgrades required by our employees. At the same time, she has also helped us organise many exciting activities throughout the year including health screening sessions, health talks, AIA Vitality launching event, manage contests & campaigns. She even help in getting AIA to sponsor the gifts for the contests for us! Angie has definitely stepped up the game in providing us an excellent service. We are truly grateful to have her as our agent.

LEE SEE HWEE, DENTIST

I was introduced to Angie nearly 5 years ago when i first moved to Singapore from Australia. I was in need of health insurance but my situation then made it more challenging to obtain a good coverage. However, Angie strove to achieve the best outcome with my interests at heart and I am deeply grateful for that. As I was always busy with work, I have never really taken time to do any proper financial planning. Angie took the initiative to analyse my financial situation and provided excellent recommendations. I took up her advice to get life insurance and saving plans and now I feel at ease with the comprehensive coverage that I have. Angie is highly committed to her profession and always responds promptly to my queries. I know I am in good hands as she is a very patient, knowledgeable, kind and trustworthy person. Most importantly, I have never felt pressured into making any decisions or purchases, unlike some other agents that I have come across. I would highly recommend Angie to anyone without hesitation or reservation!

CHRISTY LIEW, TEAM MEMBER

Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Advisor. Angie is one of the very few advisors who possesses all these traits. Furthermore, she is dedicated to her work, and is not just being someone who always wants to achieve better financial outcomes for her clients, she is also a responsible & caring mentor. She goes above & beyond her role to ensure that her colleagues are well taken care of, and is always there when we need her the most. She sets a good example in striking a balance between work and being a mother of two.

Her professional, ethical, and caring demeanour elicits my trust and respect and I gladly recommend her services to anyone who wants to achieve better financial outcomes. I would also implore people who are success-driven to join her team because you will be in such good hands!

ALEX YEO, TREASURY SPECIALIST IN A BANK

Angie has been a friend of mine since suniversity days. I got to know her through my CCA, and worked on multiple projects together. It was through those times that I have come to know Angie as reliable, kind hearted, and helpful. Over the years, Angie has always diligently evaluated my portfolio and introduced solutions to me based on my needs and requirements. Given my busy work schedule, I can safely say that my interests are in great hands and there’s no one else I’d entrust these matters to. Thank you Angie!

NICK TAN, LOGISTICS MANAGER OF A MNC FIRM

Angie clearly is a very competent financial adviser. She goes into very detailed financial analysis on my portfolio, and was able to provide useful insights and recommendations. Beyond providing financial advice, she was able to understand my busy schedule, and be concise in her consultations. Really appreciate her efficient time management.

TAFFY GOH, LEGAL SECRETARY OF A LAW FIRM

I have had the best experience with Angie as my insurance agent. She is prompt, knowledgeable, efficient, and friendly. She patiently and clearly explains everything in detail and is always there to answer all my questions. Truly recommend her without a doubt!

BARBARA KANG, AUDIT PARTNER

Angie is a very professional financial adviser, who has strong conviction in this industry. I have faith in Angie, who always gives advice in the best interest of clients that best suit you. I truly recommend Angie to my friends and family.

AW CHEE YAO, LEGAL COUNSEL OF A MNC FIRM

Angie is conscientious in advising us in on the products that we are interested in. She provides comprehensive information and presents the pros and cons without prompting. She is not pushy and is cognisant of the profile of her clients and tailors her recommendations accordingly.

Get in Touch

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