EMILY
RELATIONSHIP DIRECTOR
​Bachelors in Marketing and Business
1x MDRT Achiever
Friend First
Every relationship begins from the heart. That is why I believe in being a friend first, then an advisor.
I love my job because this career provides the opportunities to hold genuine, open-minded conversations with people from all walks of life. It will be my absolute pleasure to be able to work with those who value meaningful relationships. No two clients are the same, and it is my duty to create a portfolio that you can truly call your own.
Life and investments are just like a marathon. They require proper planning, discipline and commitment. It is a lifelong process that changes according to the different phases of our lives. Financial planning doesn’t have to be daunting!
I am here to serve anyone who is venturing into the world of financial stability. I promise to be with you every step of the way in this journey - no matter the situation.
If you are looking for a customized financial portfolio or hoping to start a career in the financial services industry, please feel free to reach out and let’s talk over coffee!
I look forward to that lovely cuppa! :)
Celine
Nurse
Emily is a knowledgable financial advisor and someone who is kind, patient genuine in nature.
I have known Emily for more than 10 years now and I am 100% reassured and confident about sharing my financial goals and concerns with her.
I was young and clueless regarding wealth accumulation and passive income when I first started work. However, she was able to provide me with in-depth explanation about the different kinds of policies, concepts, and even went out of her way to meet my parents just so that they are clear of the plan.
What I appreciated the most was that she was not ‘pushy’ at all and I was given ample time to consider thoroughly if I would like to get the plan.
Ultimately, we decided on the most suitable portfolio for myself. I have never experienced this with other financial advisors before and till date, I am so glad that I entrusted my financial planning with her. My funds have been doing very well and she has never failed to keep me updated with my funds.
Highly recommended to those who are still hesitating to take the first step to begin your financial planning! I guarantee that you will definitely be in safe and good hands!