Being naturally interested in people, I seek to understand what matters to my clients, how sound and wise financial planning coupled with decisive action can help them secure and achieve their financial goals. I am of the belief that being proactive is a key cornerstone of purposeful living!
My definition of a purposeful and meaningful career is one where I can grow with my clients through the various life stages and milestones. Many of clients have also become close friends. I see it as my privilege to be able to walk alongside my clients on their financial planning journey; it also makes it more fun and heart-warming, and ultimately more rewarding.
Aside from work, I love to spend time with my family and friends, engage in sports and travel around the world. I also read up on management practices such as leadership and high performance.