Life is like trekking through the mountains.
We need a plan on how to reach our destination.
We need to prepare for “what if” scenarios happen.
We need to evaluate our existing resources during our pitstops.
Do you have a plan? When was the last time you had a pitstop?
Let’s connect to see if we can journey this together!
Why she joined this industry:
Before joining the Financial Advisory industry, Li Wen was working in the banks for several years. While she enjoyed the “prestige” of working in consumer and private banks, she felt that her life would be more purposeful if she could impact individual lives deeper through customised financial planning.
Having lived in Australia and China previously, her ability to connect with people from diverse backgrounds and nationalities has helped her to understand people’s needs better in the planning process. The training in the banks has also enabled her to evaluate various financial products proficiently. These skills have enabled her to recommend the most practical and cost-effective solutions for her clients.
Having been in the industry for more than a decade, she has journeyed with her clients through their singlehood, marriage and parenthood; reviewing and adjusting their portfolios accordingly to meet their retirement goals. Her sincerity and honesty have earned her recommendations from her existing pool of clients, which include financially savvy Bankers, Senior Management from MNCs, Lawyers, Business owners and even employees from the insurance industry.
“Blessed to be a blessing” – Li Wen makes time to engage in volunteer work in different parts of the world, finding herself in countries like China, Indonesia and Africa, serving the neglected. While Financial Wellness is important to her, mental and physical wellness are just as essential, thus she goes mountain trekking. It is a time to reflect on things to be grateful for and overcome challenging terrains. Similarly, she finds satisfaction in helping her clients scale and overcome the mountains in life. She is also known as the “wealth trekker”.
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