My career in financial advisory started as a telemarketer promoting health insurance to strangers. Through several incidents, I understood firsthand the crucial role that insurance plays in protecting myself and my family. This ignited my passion to help others plan for their financial future.
My journey in the industry began with planning for people like myself—individuals full of ambition and starting out in their careers. Over the years, clients became friends. As our relationships deepened, my clients trust me to plan for their loved ones.
I am grateful for the opportunity to grow alongside my clients. As we continue to work together, I am committed to ensuring that they have the financial security and resources to pursue their dreams and build the lives they envision for themselves and their loved ones.
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?