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Loke Pooi Yee

Loke Pooi Yee

Female 18 English, Malay, Cantonese Kuala Lumpur, Petaling Jaya, Puchong, Kajang, Klang/Shah Alam
CIMA, CFP Supremacy Award (2003-2014), Supremacy Award (2003-2012)

I enjoy the beauty of this career where I am able to interact with people from all walks of life, from various community, age, career group, locals and foreigners. I like to understand my clients' financial goals in a holistic manner, identify areas of prioritization and customized suitable financial plans to suit their needs.

I look forward to work with clients who aspire to provide their best resources to their family, either in protection planning or systematic savings, with total peace of mind in achieving their life goals. Through this, I am thankful that my clients have placed full trust in me to provide them the necessary advice to achieve these goals.

It gives me great joy when my clients express their appreciation to my work when their financial goals are fulfilled. Their appreciation is so touching because it indicates that I have carry out my responsibility well and I have made a difference in their lives. This is truly motivating and keeps me going with full enthusiasm.

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