As the unit manager of my team, I am both diligent in risk management and financial planning. With 27 years of experience, tailored made financial plan based on my clients' needs is my biggest expertise.
The core value of my team is running the business along the right line by treating the clients with honesty, sincerity and professionalism. I aspired to educate clients with proper financial tips and help them to achieve peace of mind.
I promote the concept of insurance and financial planning as a wholistic planning in life. To achieve that purpose, will and trust planning are the fundamentals for my clients to reach financial planning completely.