fbpx
Lois Chua2024-01-09T09:50:47+08:00

GEN FINANCIAL ADVISORY

“Being a working mum myself, I understand the importance of time and seek to unpack financial complexities to my clients through simple and light-hearted concepts.”

LOIS CHUA

Financial Services Manager

RNF No. CSL200165700
ChFC

SCHEDULE AN APPOINTMENT


Something About Me…

I have been in the financial planning industry since I graduated in 2005. Having a Business Degree in Actuarial Science, I believed that I could put what I studied to good use.

However later into the years, I realised that financial planning is not only about calculations and figures, but also about people’s wants and needs.

I believe that everyone thinks that financial planning is important but it is often neglected because they are generally too busy and are overwhelmed with too much information.

Being a working mum myself, I understand the importance of time and seek to unpack financial complexities to my clients through simple and light-hearted concepts.

What I Like Most About Being A Financial Planner Is…

When I see my clients moving closer to their financial goals. This is especially encouraging for me when I am moving towards the same financial goals, and it helps that we can cheer each other on.

If I Can Only Give One Piece Of Financial Advice, It Is…

Save Regularly. It is not how much you earn, but how much you save. Your income does not equate to your wealth.

Testimonials

“Lois understands what we want and does her best to help us achieve our retirement goals without being pushy.”

Tang Fong Yeng

“Thank you so much for your assistance all these years on my financial planning journey,. Really good to have you around!”

Wee Chen Chean

“Lois, my reliable financial planner who I know I can count on for my family’s insurance and financial planning. Thank you for this wonderful 17 years of friendship! Wishing you and GEN another wonderful year ahead! Happy holidays to all! :)”

Annie

My Latest Article

Go to Top