GEN FINANCIAL ADVISORY
“Financial planning stems from personal accountability – love for the family and not being a burden to the loved ones.”
SHEELA TAY
Executive Financial Services Consultant
RNF No. TSL200165677
B.Bus (Actuarial Science), ChFC, AFC
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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.
What I Like Most About Being A Financial Planner Is…
Making a difference to people’s lives because of the work that I do.
Whether it is budgeting for a house so that they don’t over-commit, planning for old age so that they can live in dignity, forming a savings habit or having the choice of care and peace of mind when they fall seriously ill, I like to think that I have made some positive difference and I’m thankful that financial planning gave me the opportunity to do so.
If I Can Only Give One Piece Of Financial Advice, It Is…
Start by living within your means. This helps to build character and personal habits, which is the basis of financial planning.
Testimonials
Teng Tian Ching
“Dependable, knowledgeable, consistent, and passionate are some words I’ll use to describe Siew Ling.
Even though I had rejected Siew Ling the first few years when she called to check on my insurance needs, her genuineness and consistency shine through. I decided to meet up with her for my insurance planning, and I’m glad I did!
Not only did Siew Ling help to analyse my needs at every stage of life, she was very clear with her explanation of the proposed policies , and I can see how I would be sufficiently protected.
I love that she has never been pushy about her recommendations , and has kept us updated with the latest financial news and good products. She also makes it a point to check in yearly with my family to ensure our insurance coverage is relevant.
Good things are meant to be shared. I am so satisfied with what Siew Ling has done for me, that I subsequently introduced my friends and family to her as well. I know they will benefit from her service.
I highly recommend Siew Ling if you are looking for a financial planner who does more than selling products to you. She’s someone whom you can trust and depend on to get your life comprehensively covered.”
“Appreciate the sharing and guidance from Siew Ling, not only aim to help me identify my financial needs, but also facilitates me to understand my financial situation and my financial practices, and guide me how can I improve it better.
This helps me to raise great awareness of my financial needs and direction, which I was a having very minimal self awareness towards my financial situation.
Thanks Siew Ling, for being who you are, passionate in helping people in enhancing our quality of life in the long run.”
“Appreciate the yearly financial review done by my planner! Like that she gives a comprehensive review and explanation, and shares very candidly on her opinions on how well we have done / how we can improve, the financial approach we should be taking etc. Always a great time talking and catching up too :)”
“Sheela has been very patient and clear whenever she explains my different policies to me especially when I’m not savvy at all. Her planning is thorough and she advices with a good heart. I feel safe and taken care of with such a responsible planner.”
“Sheela is a very dedicated and committed agent. Really thankful for her.”
“Sheela remembers every detail discussed and is knowledgeable about the policies. She is a good planner who can be trusted.”
“She is a good and wise planner. Good listener. Will give advice when in doubt. Quick response and reply. I am lucky to have her as my planner. Thank you Sheela!”
“Sheela is a great listener and she caters to our family needs and helps us save for the future. Thank you for your continuous care for our policies and we highly recommend her service to all.”
“We have been with Sheela for many years. She is very helpful and knowledgeable.”
“Really appreciate Sheela’s astute financial advice over the years, which is always practical and easy to understand.”
“Thanks for being passionate in bringing positive influences that leads to positive quality of life in clients.”
“Siew Ling is a sincere friend who thinks the best of us and for us.”
