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About me

 

As a firm believer in holistic planning, I transitioned into the role of a financial consultant after a decade of working in financial institutions. My focus now lies in guiding individuals and families through various stages of life planning.

 

The most rewarding aspect of my career is the deep connection I build with my clients, who see me not just as a financial consultant but also as a dear friend. Their trust and appreciation inspire me to provide exceptional service and expertise. I am honored that they often refer their loved ones to me for financial advisory services.

 

Now, as an Agency Leader, I am committed to nurturing and developing new and experienced financial consultants. By aligning their career development with their beliefs and values, I strive to create a collaborative environment where we can work together towards our clients' financial independence and achieve their financial aspirations.

 

Kelvin

Manulife Financial Advisers Pte. Ltd.

Wealth Management | Life & Saving Protection

Chartered Financial Consultant

2018, 2021 -2023: Million Dollar Round Table (MDRT)

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