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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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Phua Ser Jin

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

Cecil Bong

Accountant pivoted to Financial Services

My hard work and resilience paid off, as I eventually built a strong base of customers and earned multiple awards.
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