While I first joined the industry as a challenge to myself and to learn more about finance, giving my clients the confidence to retire with a peace of mind, and that they can fully trust us for advice gives meaning to what I do.
I apply a holistic approach in guiding clients towards financial freedom. Aside from insurance and retirement matters, I also strive to help clients understand how fast their funds will reach their loved ones. I believe giving them a clear picture of what to expect from their financial efforts completes the advisory process and differentiates my services from the rest.
I have since experienced several highlights in my 15-year career as a financial consultant, but my proudest moment would have to be my first MDRT achieved in just six months.
Representing Manulife (Singapore) Pte. Ltd.