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About me

 

I embarked on my career in the financial services industry while pursuing my bachelor's degree, unsure of where it would lead me. To my surprise, it has been an incredible journey of personal and professional growth.

 

To better serve my clients, I prioritise consistent upskilling through professional certifications such as the Certified Financial Planner and Associate Estate Planning Practitioner. These qualifications have equipped me with the expertise to offer comprehensive planning solutions tailored to their individual needs. I am immensely grateful for the trust my clients have placed in me and the sense of purpose they have infused into my work.

 

To pay it forward, I have taken up mentoring as a way to guide younger consultants. I am delighted to share that I have successfully mentored two consultants who have achieved MDRT in 2022. Witnessing their triumps fills me with great joy and reinforces my belief in the power of mentorship.

 

Sarah

Manulife Financial Advisers Pte. Ltd.

Wealth Management | Legacy Planning

Associate Estate Planner Practitioner

Associate Wealth Planner

IBF Qualified Level 1 Financial Planning (Personal)

2023: Court of the Table (COT)

2021-2022: Million Dollar Round Table (MDRT)

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