I started my full-time career with Great Eastern Life in 1995. I had further obtained my financial qualifications CFP, RFP, RFC, LUTC fellow and AEPP. I also attended various professional training and equipped well with the status of Financial and Estate Planner.
I love to meet people and provide various solutions to my clients. I enjoy helping individuals to plan and achieve their life goals with risk management, Will and Trust planning. My best work satisfaction is to be able to share my clients' joy and sorrow. Our relationships go beyond businesses.
My practice is that I will first listen and understand my clients' needs and worries. Next, I will provide suggestion and solution. Lastly, I will create proposals and review them for individual and corporate, if necessary. I find satisfaction in providing added value services such as giving investment advices etc. Making clients' wishes come true is my career goal.