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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.

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Other Success Stories

Phua Ser Jin

A Senior Manager’s Lost and Found

I am glad I made the mid-career change when I was younger and could have the time and opportunity to re-market myself.

Kelvin Goh

From SAF to Financial Services

Having fulfilled my ambition of achieving financial independence, I now serve as mentor and coach to new recruits, helping them value similar new opportunities like I once did.

Max Lee

A Former CPA

I am seasoned and able to identify the segments for growth opportunity in portable medical products, corporate solutions and general insurance.
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