Helping Professionals & Business Owners Grow Wealth and Invest through Passive InvestingFinancial Services Consultant @ TAQWA | CMFAS - M5, M9, M9A & HIFinancial Services Consultant @ TAQWA | New Business Development, Financial Planning, Financial ServicesAs a Financial Services Consultant at TAQWA Organisation, the top district in AIA Singapore for three consecutive years, I help like-minded professionals and business owners achieve their financial goals through a simple and effective concept of passive investing. With more than four years of experience in the financial services industry, I have the knowledge and expertise to provide holistic and customized solutions for my clients, covering areas such as wealth accumulation, protection, retirement, and legacy planning.My passion is to share with my clients the importance of financial planning and to guide them on proper budgeting and investing for their future. I have helped over 100 clients to kickstart their investment journey and to grow their wealth through diversified and risk-adjusted portfolios. I have also supported my clients with claims up to $120,000, including major cancer and pregnancy complications. My mission is to inspire and empower everyone to plan for tomorrow and to achieve greater things in the future. If you are looking for a reliable and committed advisor who can help you with your financial needs, DM me now for a non-obligatory sharing.
Listed skills include Leadership, Wealth Management, Microsoft Office, Teamwork, and 14 others.
