pThis video shares the journey of a financial advisor who transitioned from project management in banking to customer-facing roles in financial advisory. Highlighting the importance of a growth mindset, the advisor emphasizes overcoming challenges such as lead generation, competition, and client objections. With insights into the support provided by Financial Alliance, the advisor discusses strategies for success, including coaching, knowledge sharing, and client-centric solutions, offering advice for newcomers to the industry on achieving long-term success and making a meaningful impact./p
With over 10 years of experience in the financial advisory industry, I’ve dedicated my career to helping Professionals & Business Owner navigate their wealth journey with confidence. My path began with a strong foundation in Banking and Finance, but it wasn’t until I transitioned from aspiring to be a private banker to becoming an Independent Financial Advisor that I realized the true impact I could make.
To better serve my clients, I pursued professional qualifications like Associate Wealth Planner (AWP) and Associate Estate Planning Practitioner (AEPP). These credentials have equipped me to offer tailored solutions that span across wealth accumulation, protection, and legacy planning.
At the core of my practice is the Soul Wealth Group’s Wealth Journey model, which provides a structured framework in guiding clients through different life stage. Whether you’re building your first savings plan, growing your investments, or preparing for retirement, I’m here to make your journey simple and actionable.
I believe financial success begins with knowledge. By simplifying complex concepts and breaking them down into manageable steps, I ensure that my clients feel empowered to make confident decisions. Let’s take small, intentional steps today to secure a prosperous future
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策