“IT’S NEVER TOO LATE TO START INVESTING AND IT DOESN’T HAVE TO BE DIFFICULT OR COMPLICATED.”
I’m originally from Beijing, but have spent a big part of my life growing up in Singapore. I had the privilege of getting a Bachelor's Degree in Business Management at the University of Wales Institute Cardiff (UWIC) and a Master's Degree of Science in Management (MGMT, Hons) at University College Dublin (UCD).
I started out as a telemarketer at Eureka call centre for 3 years assisting financial advisor representatives in making appointments with potential clients, and was honoured to be the top telemarketer for 3 years running. My time there taught me that it was important to stay positive and not give up in the face of adversity. It also taught me patience and how to create a connection with potential clients. These 3 years laid the foundation for my career in the financial services industry and until today, I value every meeting with my clients.
Since I first became a financial services consultant with AVIVA and now a financial services manager with Legacy FA, I realized many people were intimidated by financial planning and tend to stay away. Some of my clients tell me that they lost trust along the way, with no one helping them with servicing and claims. When I hear this, I feel a sense of responsibility to helping them embark on a new journey and walking this together with them.
I take pride in all that I do, and I deeply value the trust and long-term relationships I have built with my clients. When it comes to investments or endowments, I feel I have helped my clients to build value and protection in their lives and help them to accumulate wealth that leads to financial independence.
Whether it is working towards early retirement goals, or financial investments for their families and their future, I am grateful that the products I offer have positively impacted my clients’ lives, and this is what keeps me going.
I am fluent in both English and Mandarin, and have clients from different countries. I am also passionate about financial literacy for women.
"ALONE WE CAN DO SO LITTLE, TOGETHER WE CAN DO SO MUCH.”
Combined with 9 years of experience within the industry, the expertise I have gained from fulfilling various stages of financial planning as a professional financial services manager allows me to provide my clients with the most effective strategies to achieve the financial freedom they aspire to.
FINANCIAL SERVICES MANAGER, LEGACY FA
January 2016 - Present
As a Financial Services Consultant representing Legacy FA, I have since managed over 700 clients to date. Legacy FA Pte Ltd is a financial advisory firm licensed by the Monetary Authority of Singapore (MAS).
FINANCIAL SERVICES CONSULTANT, AVIVA
November 2012 - December 2015
As a financial services consultant at Aviva, my past experience has enabled me to conduct extensive analysis of my clients' financial plans and help maintain their good financial prospects.