LOIS CHUA

Senior Financial Services Consultant
GEN GROUP
RNF No. CSL200165700

 

EDUCATION AND QUALIFICATION:

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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.

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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.

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