Since the very first day, I have always had a strong passion for the professional field of wealth management. There are lots of financial schemes, insurance and investment that encircle us. Despite the array of financial solutions (insurance, investment, etc) made available to us today, we are often unaware of the most appropriate solutions that will best address our financial goals. It is crucial to understand financial planning to avoid regrets. This contributed to why I joined financial services sector after graduation with a Bachelor of Business (Economics and Finance).
I love this challenge and find it incredibly interesting. I have always enjoyed learning business art, understanding it better as it can be applied everywhere in our lives. Singapore is well-known as a financial hub, so joining financial services has been an easy career choice.
Being in the financial services allows me to better understand the current compulsory and voluntary schemes and to maximize the financial resources available.
In LIFE, we plan for the “IF” (the unexpected events). We may fail to achieve our goals if we fail to plan.
A financial planning process should never reduce you from drinking water and eating bread simply to save money and protect yourself. It is intended to ensure that you can protect your lifestyle when unexpected events take away your earning power and are ready for known events such as retirement.
Rely on my competence to help you create a robust portfolio in accordance with your risk profile and risk appetite. Your portfolio will retain transparency and most importantly flexibility to be adjusted according to market conditions.
Financial management is a serious business, but I will always try to make it interesting and enjoyable to help you achieve your dreams! I value the relationship with my clients and it’s always the highest priority in my career to maintain strong relationships with you.
There is always a cost. Just who pays for it
