Something About Me…
I entered the financial services industry in 2007 after graduating with a degree in actuarial science.
Positioning my clients for life’s uncertainties against dying too soon, falling seriously ill along the way and accidentally living too long, is what makes the work interesting and fulfilling. Being an adviser allows me to touch lives where it matters most. =)
I Specialize In…
Protecting families through:
1) Personal risk management
2) Retirement planning
3) Dependent planning
Financial planning stems from personal accountability – love for the family and not being a burden to the loved ones. It should start with an individual and eventually extend to family members i.e. spouse, parents and children because “no man is an island” in a family.
Fears and financial difficulties often arise when there is a loss of health and someone in the family happens to fall sick (without a plan). That’s what prompted me to specialize in family planning i.e having a discussion on spouse, parents and kids planning beyond personal planning — because planning should be done in totality and not only on an personal level.