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SUCCESS STORIES

Marcus Yap

After fifteen years as a financial planner since graduation, I have now grown a portfolio of companies on corporate planning for employee benefits solutions in addition to general insurance and family financial protections.


As a fresh graduate back then, I started in the industry with energy and curious enthusiasm to push personal boundaries around my work. I do admit that I did have the usual fear and doubts about the ability to stay within the range of my salary goal in a volatile industry.


What contributed to my success was diligence and a keen sense of adaptability. I was able to harness opportunities to use various resources such as partnership platforms, general insurance and employee benefits leads to advance my network. Even friends who once shunned me have eventually sought my expertise and became customers.


I strongly feel that having the right attitude, motivation and personal agility is key to thriving in the financial industry. My advice to others seeking to pivot is to be brave to come out of your comfort zone and seek advice from good mentors. And during this time, I wish for greater world peace.

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It is the empathy, personal connection and the sensibility of a human reassurance that will forever stay relevant.

Max Lee

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

Jeff Kuah

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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.
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