Becoming a financial consultant was inspired by my deep-rooted passion for helping individuals achieve financial stability through making informed decisions about their money. I firmly believe that financial literacy is crucial for everyone, regardless of their background or income level. I strive to empower everyday individuals with financial knowledge made easy, so that they can be confident of achieving financial independence.
Building strong relationships based on trust and integrity is at the core of my practice. I prioritise open communication, actively listening to my clients' concerns, and collaborating with them to develop personalised, comprehensive plans that align with their short-term and long-term objectives. I specialize in life insurance, retirement planning, wealth accumulation, and risk management, ensuring that my clients have a solid foundation for financial success.
For me, the most satisfying moment is when I helped my client, who unexpectedly contacted cancer at her young age, with a claim of almost half a million.
As a member of the MDRT, I stay updated with with emerging technologies and industry changes by attending annual MDRT conferences, to deliver innovative strategies and highest level of service to my clients. I am dedicated to continuous professional development and strive to exceed expectations in every aspect of my practice.
James
Representing Manulife (Singapore) Pte. Ltd.
