About Me
IBF Qualified
I am one of the few financial services consultants who is IBF Qualified in Private Banking & Wealth Management.
Over 20 Years of Experience
With over 500 clients and more than 20 years of experience in the insurance industry, I can provide sound advice and personalized solutions that will meet your unique needs.
Unparalleled Customer Service
My clients tell me that one of the reasons why they stayed with me throughout the years is because I am very responsive. I am always just a call or message away, anytime, any day.
Dedicated & Unwavering Commitment In My Profession
As a Senior Personal Wealth Manager and a veteran in the insurance industry with more than 2 decades of experience, I am a strong believer in providing seamless and fuss-free financial services to my clients. Over the years, I have kept myself abreast and updated with the latest changes and developments in the industry. In 2020, though the year was stricken with Covid-19 pandemic and the world came to a standstill, I seized the opportunity to upgrade myself. I am now IBF Qualified in Private Banking & Wealth Management so that I can offer better financial advice to my clientele. In addition, I hold 2 insurance licences which allow me to insure a diversification of products, assets and loved ones – ranging from your pet to your company.
I have remained dedicated in my profession with unwavering commitment because I love my work. It is not about hitting sales targets, but rather, helping my clients to ensure that they are well covered should any unforeseen circumstances happen.
A few years ago, I attended the wake of 1 of my clients. When I heard her last letter read out in the eulogy by her executor, thanking me for covering her so well that she could afford to retire at age 43 when she was first diagnosed with cancer, I was overwhelmed. The open recognition and appreciation for my work is a greater reward than the commission earned.
Over the years, I have personally witnessed how my clients have benefitted from the policies which I’ve done for them and the kind of assurance and relief they had from the payouts. My role is to assist my clients grow their wealth and plan for their future.
But don’t just take my word for it; contact me and see how I can value add to your financial portfolio.
I look forward to hearing from you!
