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.
Her Background:
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.
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.
Her beliefs:
“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”.
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
Subscribe to our newsletter to receive updates on our latest content!