Unleash Your True Potential

★ ★ ★

In Life, it is imperative to chart our own path—and reframe our thoughts on life goals and money. To be honest, It's really tough and very frequently we can lose our way during this arduous journey. As a matter of fact, finding the path back is not as easy as it seems. But that should not deter us from ultimately finding our real path —unleashing our inner genius, and the genius of our offspring—is the key to a fulfilling life.

If you are feeling stuck in life or at work and often wondering to yourself “When can I ever get out of this Rat Race?“ then perhaps it’s time to reconsider your path.

To achieve financial independence, a role in sales is probably your best bet to acquire that elusive first pot of gold. Especially if you do not have rich parents or a sizable inheritance waiting for you.

I firmly believe that anyone can excel in a professional sales advisory industry when given the suitable environment, non-toxic culture, and right values.

During this journey, I have uncovered many gems, that simply needed a change of environment to breakthrough.

In fact, many whom, prior to being mentored by me were perceived as non "performers" both amongst their peers and by industry benchmarks. However with a change in environment and mentorship, many have rewritten their own story, including myself, to achieve high 6 or even 7 digit income. In the process breaking through the glass ceiling that has been invisibly prisoning them all these years.

My Beginning.

When I was approached about the opportunity to join the financial advisory business in the early 2010s, I had zero experience and knowledge in wealth management, nor do I have a large network of prospects, to begin with. Like many, I couldn’t believe that an industry that is already so saturated and competitive can eventually bring me so much career satisfaction and time flexibility.

More than 10 years on, I have successfully built a practice that is created based not only on competency and trust but on a strong culture of delivering a "beyond call of duty" level of customer service.

I recognize that most people relate financial planning as simply traditional wealth accumulation. Unfortunately in the industry, an agent typically takes one aspect of the customer's personal finances and attempts to project growth in a very linear, single-dimensional way. This usually leads to the purchase of a unit trust or savings plan abruptly, while ignoring other aspects of the financial picture. Hence resulting in the dreaded three Cs in their portfolio.

Confusion, Conflict & Costs.

My Approach:

By asking the right questions, I am able to develop and provide sound financial advice customized to the client's needs. By leveraging on my years of experience and the unique capability of my financial planning tool, I am able to assist my clients to visualize their retirement realistically by adopting a systematic approach to Protection, Accumulation, and Estate Planning.

My Beliefs

“In our world, there are many businesses that can create wealth, but there is a distinct lack of one that can match the contentment and satisfaction of helping others to succeed and change their lives for the better."

“I aspire to be the best example to show people who may still have doubts about finding a competent and trustworthy financial planner that they can put these fears to rest and start thinking about their dreams again.”

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I am recognized in my industry for conducting quality seminars, as evidenced by the solid attendance at all the public seminars I have conducted.

Many participants-turn-clients have benefited greatly due to the educational and informative nature of the seminars that were always delivered in an interesting and engaging manner.

As an organization, we have also conducted more than 300 Wealth Management seminars for a diverse group of organizations, including Ministries, Statutory Boards, Unions, Country Clubs, and Multi-National Companies.

Some of my key topics :

1. CPF and You

2. Building a resilient multi-asset portfolio in these troubled times

3. Estate and Will planning for an orderly distribution

If you would like to find out more about me and my practice, do check out the following links: as well as the pinned post on my Profile.

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https://www.businesstimes.com.sg/investing-wealth/money-fm-podcast-mind-your-business-avoid-the-3cs-of-financial-planning

Download ST & BT podcasts for offline listening

Also, get them here:

On Money FM 89.3 website

On Spotify

On iTunes

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https://lnkd.in/ga4B4vnb