Years of Service
13
Languages
English, Mandarin & Hokkien
Certifications
ChFC, AEPP, IBFA
Achievements
MDRT
Hobbies
Going out with the children for outdoor fun (cycling, picnic, just running around and being silly), working out at the gym, (trying to) cook.
Understanding and appreciating how good financial planning can benefit not only an individual's financial position, but also a business' financial standing. I consider it a joy and privilege to be able to offer financial advice and guide my friends and clients in their business ventures, employees and succession plans. I believe that each one's dreams and goals are unique, hence it is important to customise each plan accordingly. I ensure that my clients understand their financial positions and why they need what they need instead of what is 'in-trend' or 'good-to-have'. I want to journey with my clients in achieving the goals that they have set for themselves and see it as a partnership.
Going out with my children for outdoor fun, working out at the gym, and attempting to cook are a few of my favourite things.