Valerie sees herself as a professional financial builder, assisting clients to turn their dreams into a reality and built up strong financial houses. She loves to communicate with people, exchange ideas and through that process; improve and enhance their financial house.
In today’s era, she is aware that clients are often overloaded with information from different media. Leaving them feeling lost and confused in the financial jungle. She believes the pivotal points are providing clients with reliable financial information and simplify their decision-making process.
Coming from a humble family, she has seen how financial planning has empowered her own life. She believes financial planning done right can transform her respective clients’ family and their lives positively. The greatest achievement for her is seeing her clients under her care, over the years have access to more. With a robust financial health to weather them through alterations in market conditions.
“Financial fitness is not pipe dream or a state of mind it’s a reality if you are willing to pursue it and embrace it.”
― Will Robinson
I specialize in my clients’ interest, giving them peace of mind in their financial house.
Tailored and cost efficient financial planning solutions where the focus, is on You.
The key focus is ultimately help the people that I want to serve and people who want to seek help.
I am here to support my clients’ financial wellness every step of their way. Financial wellness is like a fitness plan to improve your relationship with money, no matter what your financial situation is.
Clientele focus:
SME business owners & entrepreneurs; Unlock your business’s full potential with strategic financial advisory. Identify the vulnerabilities, mitigate risks, and diversify for sustainable growth.
Matured individuals & families with financial commitments; seeking to achieve optimal results through diversification, wants holistic financial planning through an unbiased and independent financial advisory platform.
Responsible, growth mindset millennials that wants to take charge of their finances and achieve financial security and freedom at their desired age.
Pre-Retirees whom wants to ensure they have a stress-free retirement plan put in place.
Throughout my extensive journey of over 18 years in the financial industry, I am thankful for the opportunity to positively impact lives, assisting numerous individuals and families in achieving financial security.
Milestones unlocked are:-
MAS REP No.: EWL100043250
Senior Financial Advisory Manager
Valerie sees herself as a professional financial builder, assisting clients to turn their dreams into a reality and built up strong financial houses. She loves to communicate with people, exchange ideas and through that process; improve and enhance their financial house.
In today’s era, she is aware that clients are often overloaded with information from different media. Leaving them feeling lost and confused in the financial jungle. She believes the pivotal points are providing clients with reliable financial information and simplify their decision-making process.
Coming from a humble family, she has seen how financial planning has empowered her own life. She believes financial planning done right can transform her respective clients’ family and their lives positively. The greatest achievement for her is seeing her clients under her care, over the years have access to more. With a robust financial health to weather them through alterations in market conditions.
“Financial fitness is not pipe dream or a state of mind it’s a reality if you are willing to pursue it and embrace it.”
― Will Robinson
I specialize in my clients’ interest, giving them peace of mind in their financial house.
Tailored and cost efficient financial planning solutions where the focus, is on You.
The key focus is ultimately help the people that I want to serve and people who want to seek help.
I am here to support my clients’ financial wellness every step of their way. Financial wellness is like a fitness plan to improve your relationship with money, no matter what your financial situation is.
Clientele focus:
SME business owners & entrepreneurs; Unlock your business’s full potential with strategic financial advisory. Identify the vulnerabilities, mitigate risks, and diversify for sustainable growth.
Matured individuals & families with financial commitments; seeking to achieve optimal results through diversification, wants holistic financial planning through an unbiased and independent financial advisory platform.
Responsible, growth mindset millennials that wants to take charge of their finances and achieve financial security and freedom at their desired age.
Pre-Retirees whom wants to ensure they have a stress-free retirement plan put in place.
Throughout my extensive journey of over 18 years in the financial industry, I am thankful for the opportunity to positively impact lives, assisting numerous individuals and families in achieving financial security.
Milestones unlocked are:-
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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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