top of page
Logo BG.png
placeholder.png

SUCCESS STORIES

Cathy Zhang

I was quite content with my previous hotel front desk job to have had stayed on for ten solid years. But in retrospect, it was just the general routine that I was comfortable with. By the time my twins came along it became evidently clear that I needed to make changes to my professional life to adapt to a new family life.


Having contemplated over a need for balancing work, home and general well-being, and better income potential, I took up an opportunity to switch career to financial planning. Amidst initial dread of having to make direct face-to-face interactions with new people, I eventually overcame the fear with a resilient mentality. It was not an easy feat, but I succeeded in marking my space in the financial planning industry progressively and consistently since 2016. My current plan is aiming to retire in another ten years and then travel around the world.


I am always filled with gratification when my customers receive insurance claim payments. Through specialization in using financial planning tools for families, wealth preservation and distribution tools in the high net worth segment, I bagged several awards and continue to upgrade other personal skills like learning a third language.


Be determined when considering mid-career change—be intuitive, decisive, and importantly, believe in yourself.

YOU MIGHT ALSO LIKE

Other Success Stories

Jeffrey Lim

Home Team Officer joined Financial Services

With a positive mentality, I not only overcame barriers, but also enabled myself to pursue greater learning opportunities.

David Chua

Investment Commodity before Financial Services

I strive to better myself with developing skills and tech savviness; setting myself as a role model for others to successfully transform as well.

Jeff Kuah

Manufacturing Success in Financial Services

A mid-career switch is not about abandoning your past, it is about realigning and repurposing your skills and intangible attributes toward a more fulfilling future.
newsletter image.png

REACH OUT

Let’s start a conversation and explore how we can support your journey

bottom of page