SOMETHING ABOUT ME…
My initial decision to become a Financial Planner came as a surprise to my family.
As many who know me now will not be able to tell that I used to be less sociable and introverted.
Choosing this career path helped me discover my love for financial advisory and of course, getting to meet and talk to people from different walks of life & to learn about their story.
I SPECIALIZE IN…
I specialize in Retirement & Legacy Planning, Medical & Life Insurance Planning
WHAT I LIKE MOST ABOUT BEING A FINANCIAL PLANNER IS…
I like that everyone is different and there is no one-solution-fits-all approach. However, I believe that there are solutions to every financial planning needs available once we find the gap.
I have a client-turned-friend who once asked me jokingly: “are you a detective?”, to which we both laughed. It is important to me that I understand what each person’s portfolio is made up of and it shows me a lot about him/her. It teaches me that everyone has different priorities and different provisions they have to make in life. This makes me enjoy the things I do even more.
GEN BUILDING TRANSFERABLE WEALTH GUIDE:
If you would like to find out more about our Financial Planning Philosophy, we would gladly provide you with a copy of our Building Transferable Wealth Guide. Fill up the form and we will get back to you shortly.
