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Loo Wee Lee Wendy

Loo Wee Lee Wendy

Gender: Female
Years of service: 10 years
Languages spoken: English & Mandarin
City: Singapore

I have a Diploma in Sales and Marketing, and I am a certified Chartered Financial Consultant. I am constantly upgrading my skills and knowledge so that I am equipped to help my clients to plan and to provide sound advices.

What I like about my job is to meet people from all walks of life. I get to interact with individual in different occupations. I see differences in family dynamic and how each and every family work together beyond their differences towards their life goals. I hear about individual life goals which are very inspiring. What I enjoyed most helping anyone who loves their family to do planning. To provide for their loved ones and to give them comfort in unplanned event.

My success focus on protection, planning and wealth accumulation, through a 5 Step Financial Planning Methodology, which can show your financial road map. With this tool, we can rely on it to plan toward our life goals, walk and grow together for years to come.

Certifications:
CHFC

Achievements:
MDRT, GE Life Achiever's Club (Life Member)

Hobbies:
Reading, Travelling, Jogging and swimming.

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Great Eastern Holdings Ltd | Great Eastern Life Assurance Co Ltd | Great Eastern General Insurance Ltd