I decided to become a financial adviser after my late mum passed away in Dec 2003 due to kidney cancer. She was diagnosed with kidney cancer in 2001. She had been advised by the doctor to remove both her kidneys and to do kidney dialysis as the tumour on her both kidneys were too big. One was the size of a lemon and the other was the size of an orange. The cost of kidney dialysis was $3000 per month in 2001. We did not have the money and my late mum did not have any medical insurance plan. Therefore, my late mum refused to seek treatment and eventually, she died of kidney failure 2 years after the initial diagnosis.
A friend who joined as a financial adviser in 2005, approached me and told me that I can help people like my mum to get medical insurance if I am a financial adviser too. I thought long and hard for 6 months and decided to take the leap of faith in Apr 2005.
Since then, I have help more than 600 clients to secure their hospital plans. I also give timely advice to my clients when it comes to the changes on the features of the hospital plans, claim processes and even recommendation of specialists.
Other than hospital plans, I have also aim to be an all rounded financial adviser who conduct full financial planning advice to my clients. I have upgrade my skills by achieving Certified Financial Planner Certification in May 2016.
I always aim to do my best and give unbiased advice when it comes to giving financial advice and service to my clients. As such, I did not hesitate to leave my previous company in Dec 2019 and join Financial Alliance Pte Ltd in Jan 2020 when I cant service 2 of the life insurance companies. Even though only 100 plus out of my 700 plus clients are affected, I still decided to make the switch as I have the responsiblity to take care of each and every of my clients. I am thankful for the strong support from my clients. I have managed to transfer 98% of the 700 plus clients to Financial Alliance Pte Ltd within 3 months from Jan to Mar 2020 during the difficult period when we started to learn more about the new virus attacking SEA.
Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
When I first started as a financial adviser in 2005, I had approached my warm market that consists of immediate family, relatives, friends, ex colleagues and schoolmates, to engage in my financial planning services. Through my sincerity, diligence, professionalism and unbias advice, these people engaged my financial planning services and also in turn referred their families and friends to me.
Thus, referrals have become my main source of acquiring new clients.
I am happy to share that majority of the warm market whom I have approached remain my clients till today. Those clients whom I have acquired through referring, we have deepen our relationship from adviser-client relationship to friendship. I have attended numerous weddings, full month celebrations and birthday celebrations of my clients. Sometimes, an annual review session is more like a chat up session these days.
I aim to build a long term relationship with my clients and to provide the most suitable solutions to their financial situations.
I want to be someone whom my clients can trust in both good times and bad times.
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