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About me

 

I chanced upon the opportunity to become a financial consultant in my final year as a university student. Joining the industry with no expectation, I never imagined that this leap of faith would turn out to be a life-changing career for me. 

 

As a financial consultant, being there to support my clients through the lowest point of their lives gives me a strong sense of fulfillment. To be able to help a family maintain their standard of living after the loss of a loved one, and to see their gratefulness are what motivates me each day to reach out to help more families. 

 

I was privileged to witness important milestones in my clients' lives: from singlehood to getting married and then to becoming parents. Listening to each and every one of my clients' stories and learning from their experiences brings me great joy. Equipped with these experiences, I hope to empower more people to make better decisions with their money and lives.  

 

As an advocate of the importance of holistic financial planning, I am passionate about sharing my knowledge. One of my greatest achievement as an Agency Leader was to be able to groom new financial consultants with no sales and financial background, into successful Million Dollar Round Table Achievers.

 

Shu Yi

Representing Manulife (Singapore) Pte. Ltd.

Wealth Management | Life & Saving Protection

2021 - 2023 : Court of the Table (COT)

2016 - 2020 : Million Dollar Round Table (MDRT)

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