Being a beneficiary of insurance.
I have undergone a couple of surgeries and was hospitalised multiple times amounting to 6-digit bills. I was fortunate that my family and I did not have to struggle financially because of the medical coverage that I have. It was then I decided to study in this field and put my knowledge into good use.
Building a close-knit community.
Fulfillment in career is important for me. I am extremely blessed to meet friends from all walks of life where I can build meaningful and genuine connections with. I want to show my clients that they are in good hands and we will walk our journey as a community.
Authenticity and humility.
Whatever our achievements may be, humility is an important value to uphold. There is something to learn from everyone, whether or not they in the same industry. What I have been taught growing up, is to show kindness regardless of people’s backgrounds and appreciate what I have. This gives my clients assurance and they feel safe opening up to me when managing their portfolios.
Finally, I am grateful to be in a team where our values align. We share the same vision in hopes to raise the standards of this industry and advocate for professional financial planning.
