Ailing Lai Email & Phone Number

Having been in the financial planning industry since 2008, this is what I know, have been doing, and will always do.Throughout my decade-long experience as an insurance professional for the initial years of my career, and an independent financial advisor representative now, I have served more than 500 clients and corporate professionals. As I grow professionally as a financial advisory practitioner, I have also taken on new roles as a wife and mother to 2 young children. The value of time is very important to my clients and their families, which is why my business now focuses on helping busy professionals protect what matters to them, so that they can spend more time with their families.The era of digitalisation presents a situation of digital overload where there is an overwhelming amount of information found online. With so much information available, how does one sift through the endless and ever-expanding information to make relevant financial decisions to achieve their goals? This is where I help cut through the noise and distraction to analyze and present information in a way that is clear and concise, relevant to my clients and their needs.Besides being passionate about helping my clients achieve their financial freedom and goals, my other passion is rock climbing which I engage in regularly and have done for longer than my professional career. :)

Listed skills include Financial Advisory, Insurance Planning, Banking, Microsoft Excel, and 5 others.