Persistency and consistency are the key attributes that helped me settle into a very successful financial planning profession.

Even while studying, I was curious and keen to learn new skills for small salary. And it is this positive attitude that helped me honed my skills at different industries with opportunities to widen my perception and adaptability. My enthusiasm eventually led me to a promising financial planning career till today.

I recalled that with only a small network of friends at the start of my working life meant I had to polish my pitching skills with every customer—braving through cold calls and participating in roadshows. With persistency, I secured new clients who in turn referred other clients.

For more than a decade, in addition to life insurance and retirement planning, I feel a sense of purpose whenever I am consulted on family estate planning and investment solutions. As an extension of my expertise, I also give advice on Will-Making and Lasting Power of Attorney—matters that are increasingly gaining more importance these days. I also hope to become CFA certified in the not too distant future.

I am consistent in setting daily routines which includes fervor exercising to keep my body fit, so that I am in the best shape of health to stand as a role model of leadership. I keep myself abreast of international news especially the Tariffs’ conundrum on lawmakers and its impact on the world’s economy so that I am attuned to customers’ investment and business spending priorities. By focussing on my self discipline and business strategies, I hope to surpass myself and hang up my gloves around 45 years old; and use my testimony to inspire others.