Financial planning is important because without setting a goal, it is easy to lose direction when life becomes unpredictable. However, I understand that not everyone has the time and skills to plan for themselves, their families and their businesses financially. This is why having a trustable advisor to manage your wealth is important.
I am known to provide practical and commercially astute advice. My proficiency in Mandarin, English and Malay, as well as in dialects such as Teochew and Hokkien, allow me to converse fluently with clients and understand their interests and concerns.
Lastly, being in this job has opened my eyes and taught me invaluable lessons not only as a Life Planning Advisor, but also as a business owner and more importantly, a mother. Seeing my children and my clients flourish financially and in life is my greatest achievement. I hope what I have learnt and practised all these years will benefit you and add value to our relationship.