My mission is… to help people realize their dreams.

1. To help enchance the professionalism of the financial-planning industry

2. To be a world-renowned coach helping people to lead a successful life

3. To own a media company which spreads positive values

Where there is a will, there is a way. As a financial planner, I have better understanding of people from different walks of life. In addition, I can earn a handsome income, an income greater than the salary earned from working as an executive in a multinational corporation. It also allows me to enjoy more freedom of time. All in all, this career is helping me to move fast towards financial independence.

As a financial planner, we get to understand an individual’s various levels of need. On one occasion, I asked a potential customer to prioritize her various protection and financial needs. Unexpectedly, this 20-year-old girl chose ‘retirement’ as her most important need, while ‘family protection’ was the least important. When I asked about her relationship with her family, she immediately burst into tears! Actually she was estranged from her family, so she was afraid of having no-one to rely on in the future. The art of communication is indeed one of the most valuable and interesting skills that we learn as a financial planner. 
 

At the beginning, I felt very uneasy when I was rejected or doubted by my customers. I asked myself, ‘Why did I enter this industry?’ Since then I keep telling myself that nothing can stop me if my will power of realizing my dreams is strong enough.