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SUCCESS STORIES

Max Lee

Two decades ago, as a former CPA with a strong accounting background, I was always wired with formulas and probabilities. While I had a stable income, I was keenly interested in an alternate career that could elevate my earnings.


With a good head in numbers, I went on to complete the insurance exams that enabled me to sign on as an insurance agent, what is now known as a financial planner. While the initial career change was challenging when cold calls and prospecting did not bring in enough conversions, I was determined to persevere. Twenty years later and now a father of two school-going children, I am seasoned and able to identify the segments for growth opportunity in portable medical products, corporate solutions and general insurance. I am greatly satisfied with what I could bring home today and am glad I made the move.


In the next five years, I am sure Singapore will continue to thrive as a regional economic hub while the unrest in the Middle East may ring in more trading and political uncertainty. What I can control today is to continue to upgrade myself and start other useful hobbies such as learning Chinese tea art. I believe this will help me slow down and calm myself during social and business engagements.

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Other Success Stories

Trace Wong

From Secretary to Self-made Success

I am now happy and satisfied with my professional status and value the ability to enjoy personal down time with my family.

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.

Cathy Zhang

A Switch from Hotel Front Desk

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