In 2013, I joined AIA Berhad as an insurance agent and I was servicing in this line for 7 years. In Chinese, people always have the belief of “7年之痒” which is the seven years of itch, meaning during the 7th years of a relationship, there is a high chances to have a full stop here. The reason is 7 years is a period which you have enough times to look into it and decide whether you should continue. Likewise, during these 7 years in insurance line, I am so agree that insurance is so important to all people because I had done a lot of successful claims for my clients and help them go through a difficult time without worry of money. However, I started to realize that there is another bigger picture of financial, besides insurance, there are still a lot of aspects which clients might still didn’t aware and not even well managed eg. their emergency funds, children education planning, retirement planning, estate planning etc.

So, I started my CFP (Certified Financial Planner Course) Study in Sept 2019 and I was successfully graduated in Dec 2020. This course had given me a big “wow“, before this I didn’t know there is so many knowledges needed to manage ones’ financial well. Then, I made up my mind to convert from an agent to a Licensed Financial Planner because I wanted to grow together with my clients financially. In Malaysia, Financial Planning is still a very strange topic, but I am passionate and willing to start from me to bring it to everyone that comes to me, it is not an easy path but I believed it will become everyone needs in one day soon and it is not about product selling , it is about helping you how to live as you wish and protected.

I called myself as a “Financial Angel“, My vision and mission is to be an angel for everyone that trust on me, helping and work together with them to achieve their financial goals.