I want to be a sought-after Financial Planner, not one that people will run away from.
I want to change the way people look at insurance planning.

I decided to become a full-time Financial Planner after hanging out with my very out-going University mate Lilian, who is also my colleague since 1989. I used to watch her have “meetings” after classes and at that time, at 20 years old, I thought “Wow, so young and already earning money.” She was the one who encouraged me to go for the certification and fast forward 30 years, it was one of the best decisions I ever made.

In the beginning, the monetary aspect definitely excited me. Within a short period of time, I had paid off my PSC loan, provided monthly allowance for my parents, bought my first car, bought and renovated my first house, got married
and went on a memorable honeymoon.

But as I grew with my career, I realised that the life insurance product is indeed an exceptional financial tool that helps individuals protect their income and plan ahead for future needs. More importantly, I loved the social cause of it because beyond the business of selling and planning, the calling is both missional and relational. Finally, this is so well aligned with my life purpose to live and love for Christ and to be his faithful servant.

What life insurance can do to help a family especially those who have lost a family member due to pre-mature death, sickness or injury is what no other financial instrument can fulfil. This immediate estate creation will prevent the next generation from hardships and poverty. You will never imagine the impact and power of putting the right policies in place!

The day I decided to become a full-time Financial Planner was 1 July 1990 and I told myself - I want to be a sought-after Financial Planner - not one that people will run away from. I want to change the way people look at insurance planning. Financial planning is not just an art or a science nor is it dollars and cents. There is simply so much emotions behind it to construct a truly responsible plan.

The most interesting part you will find – it’s actually love that drives someone to action. I can’t count how many stories
I have but I can definitely write a book of it! Every client and their family is unique, their family dynamics speak volumes about who they are, what they value most and how they like to be perceived. There are families that are so heart-warming and loving, there are also families that are dysfunctional, and families that are indifferent.

Many a time, I walk away from each family, feeling richer emotionally and much satisfied. Although the journey of an Financial Planner is not a bed of roses, they are exactly the reasons why I chose to be an Financial Planner. To continue to walk with each person I serve, to love and care for them to the best of my ability. To me it’s a calling, not a job.

I love going to work and meeting my colleagues and I have always been proud to be part of Alliance – the team is resourceful, forward-looking as well as being the thought leaders in the industry. This recent pandemic, Covid-19 which has caught us rather unexpectedly from operating our business in person to running our business remotely. But I’m so glad that we had a DMT – Digital marketing team – that sprang into action in a few days since we went into lockdown 7 April 2020. In a short period, the team rolled out tools and resources that helped us cope seamlessly during lock down.

I can only attribute such readiness to our leaders’ foresight, competence, and valuable experiences that we have forged through the years and putting it together for the benefit of the next generation.

As the saying goes, the team or organisation can only be as good as its people! And you bet we are!