SHAUN LIN

Senior Financial Services Director
GEN GROUP
RNF No. LCW200165649

EDUCATION AND QUALIFICATION:

B.Bus (Banking), FChFP, AFP

 

SCHEDULE APPOINTMENT WITH ME:

https://www.gen.com.sg/
September 2018
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SOMETHING ABOUT ME…

I graduated from NTU in 1996, specializing in Banking. After joining the banking industry for 3 years, I entered the financial planning industry in 1999.

Currently, other than a practitioner, I’m also a Senior Financial Services Director that leads a team of highly productive financial planner specializing in working with clients to build transferrable wealth.

My belief is that everyone that we touch must have a chance for a good life. However, what people lack of is planning. And we are here to make that difference in their lives. I call that “Impacting Generations”.

My vision is to be a leader in the industry and to set new standards in the wealth management, because the job of a financial planner should not be peddling policies, but drafting out a comprehensive long term wealth management plan. This should be coupled with a wide range of products and services to suit all financial needs.

The good news is that we’re providing such products and services to all our clients.

I SPECIALIZE IN…

Wealth Accumulation, Legacy and Retirement Planning for the emerging affluent to affluent clients.

As life expectancy increases and given the relatively high standard of living in Singapore, a holistic strategy on financial planning would be needed for these group of clients.

WHAT I LIKE MOST ABOUT BEING A FINANCIAL PLANNER IS…

Being able to help people as long as they want protection from the unpredictable for the financial security for their family, bright future for their children and next generation, a happy and sustainable retirement.

And I’m motivated to enhance lives of others and getting their financial in place.

IF I CAN ONLY GIVE ONE PIECE OF FINANCIAL ADVICE, IT IS

Financial success is
Not how much you earn that matters,
But how much you save,
How much your saving can work harder
And how many generations you can keep it for.
Thus, good planning must come with good implementation.

MY LATEST ARTICLE:

MY INTERVIEW WITH CHANNEL 8:

Click HERE to watch the video.

 

 

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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