Over my 19 years in the financial planning industry, I have grown not only professionally but also gain a better insight of who I am and built many long-lasting friendships with my clients and friends.
Professionally, I have gone through many rigorous courses and exams to equip myself with knowledge and expertise so as to better serve my clients. I am proud to be a Chartered Accountant and a Certified Financial Planner (CPF). It has enabled me to demonstrate to my existing clients my commitment to serve them and has given my potential clients the confidence and trust to start a business relationship with me.
I work with a simple belief - To be the planner whom my client is proud to refer to their friends. Thus, I will be there for you is a PROMISE I bundled with each relationship I established.
Unlike many other sales career, Financial planning involves LONG TERM relationship with my clients. It is not just a one-off transaction. I have progressed with my clients - from being freshly out of college, from singlehood to married life with kids in tow and with many now planning for their retirement, I am indeed blessed to be their planner and friend - we would have never crossed path if I have not embarked on this career.
The challenges and rejections I encountered over the years has moulded me into the Pei-Pei you see today. Once a college friend (my client now) told me he could never imagine me doing this career. Like many people who perceived me as a meek and shy girl, he thought I would break into tears if I get the NO from prospects and friends.
But today, I have become a woman of tenacity. I am deeply grateful to my God for His provisions and blessings.