I studied BSC(Hons) Finance and Investment in UCSI University. After involving in financial industry, I noticed a lack of financial planning awareness among the youngsters. I strongly believed that personal financial planning at young age is the most critical things that paves the road to success.
I am honored to be part of Great Eastern as I can apply my knowledge in tailoring financial plans to cater for individual's needs. After working with a variety of clients, I realised that I enjoy helping individuals and business owners in risk management.
I design simple financial practice to help clients to understand their current financial situation. First, identify their asset and debt. Second, calculate their monthly income and expenses. Third, develop a suitable insurance plan to protect their financial asset. I hope to inspire more young people to involve in early financial planning.