I take pride in caring for my clients' well-being and paying attention to their needs, giving personalised advice to help them achieve their financial goals. To date, I have close to 100 clients who entrusted me with their financial planning needs, ranging from investments, retirement planning, children's education funds, critical illlness, health, life to disability insurance.
It's a two way communication that keeps the relationships going. I am most heartened when my clients recommend their loved ones to me to do a review or seek a second opinion. I believe that when you do good and have good thoughts, clients trust and stay with you.
While I started my career in the public sector, a part of me was always intrigued by the world of personal finance and wealth management. I made a career switch to join a local bank as a personal financial consultant for 2 years, and the rest was history. I decided that i wanted to journey with clients while taking care of their wealth and protection portfolio in a holistic manner. I found the right platform in Manulife financial advisors to service my clients and walk alongside their needs.
In the spirit of continuous learning, I am currently pursuing the Chartered Financial Consultant Certification.
Amid volatile market conditions and higher interest rates, seeking security by burying your savings in a deposit account could be tempting. After all, you may have minimised the risk of losing your capital and could capture a higher nominal rate, so everything should be fine.
Life and Health Insurance. What’s the difference and why should I care about it?