Monalisa - Email & Phone Number

Monalisa believes that through financial literacy education, women can be empowered to manage their own finances and achieve the desired lifestyle they want in life. She shares women empowerment topic in her reels 'Women Wednesday with Mona'.She also assists business owners in area of creating credit-proof asset, business succession and comprehensive estate planning, through her expertise in trust and will planning. Her consultative approach and regular structure portfolio reviews made it easy to understand and has garnered many good recommendations. With wealth of experience, knowledge and expertise under her belt, today Monalisa leads a team of dynamic financial consultants with growth mindset and enterprising attitude. She believes successful leadership is about developing each and every individuals to their maximum potential in their own time. Monalisa is an advocate of constant learning and improvement. Over the years, she has complete her professional certifications as Chartered Financial Consultant (ChFC), Associate Estate Planner Practitioner (AEPP), High Net Worth Advisors (HNW), Family Office Certification. She also attended self-improvement certifications such as 7 Habits of Effective People by Stephen Covey, Unleasing the Power Within by Anthony Robbins, and Neuro-Linguistic Programming Practitioner (NLP) by Richard Bandler. Currently she is pursuing her Master in Law on Cross Border Business and Finance Law in Asia. Monalisa is accorded various prestigious accolades in the financial industry, including multiple MDRTs (Million Dollar Round Table), COT (Court of Table) and TOT (Top of Table), which places her in the top 1% of financial consultants globally.Disclaimer:Please note that the ownership of this LinkedIn account belongs to Monalisa, and she is wholly responsible for the contents contained in this account, which contain her personal views, thoughts, and opinions.All posts/contents and/or opinions expressed (collectively, the “Online Content”) are personal and belong solely to her and do not belong to, or represent the views of Manulife FA. For the avoidance of doubt, she is solely and personally responsible for the same. The information and/or opinions published herein are for your information only and do not consider specific investment objectives, or the financial situation or needs of any person. As such, online readers should not act upon any of the Online Content without seeking professional advice.