SOMETHING ABOUT ME…
I started my career as a Management Associate in a large insurance company right after graduating, where I gained a good insight of the Insurance Business.
During my stint as a corporate staff, I saw for myself the spirit behind the insurance business – To provide for people when they need it the most. With that motivation, I entered the Financial Advisory business and has never looked back.
With my strong background in the financial services industry, I bring with me technical competency as well as strategic acumen to help my clients prepare for their future with more certainty. Despite being accounting-trained, I believe that financial planning is never just about numbers, but a set of values.
I SPECIALIZE IN…
Risk Management and Retirement Income Planning for people before retirement age.
I work primarily with the sandwich generation, who are typically in their thirties and forties, and are financially responsible for both their children and their ageing parents.
I am most passionate about working with this group of clients as they are the people whom financial planning will have the most impact in their lives.