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Chinyee became a consultant after she left the corporate space where she worked for a highly respectable shipping firm for close to 2 years. She decided to make the switch as she was in search of a career that could bring her a greater sense of fulfilment. Chinyee wanted to make lives better, to add value to the people whom she has met from all walks of life, and was naturally attracted to the Advisory industry.
Since her commencement, she has guided numerous families and individuals to save on premiums and assisted them to restructure and optimise their portfolios. Chinyee has successfully helped many reach their financial freedom 5-10 years earlier than expected through personalised and detailed planning, coupled with easy to understand excel tools.
She strongly believes that there is no one-size-fits-all solution in estate planning. Rather, each journey should be thoroughly analysed, crafted and personalised according to one’s trajectory, goals and financial situation. The process is an arduous one which requires time and effort to build a relationship that goes beyond the niceties, to fully understand one’s needs and life goals — however, it is also the part Chinyee enjoys the most.
Chinyee’s goal is to build a community of 500 working professionals and families who can live easy, knowing that their future goals are secured, their lives are insured and their short term goals are met.
One wrong financial decision can cause a terrible ripple effect. Chinyee experienced this first-hand growing up, and realised the importance of proper wealth management from a young age. She understood that a good advisor could have made a significant difference to her family’s financial situation.
Despite the various obstacles, Chinyee’s motivation stems from the need and want to retire her parents as early as possible and she hopes to be the person who can provide the guidance that her family had lacked earlier on.
To Chinyee, the greatest takeaway in this line of work is not the awards, the recognition or the income generated. It is the countless friendships and meaningful conversations that she had with her clients from all age groups.
“I get to learn so much from others that have lived in this world for far longer than I have!” – She feels that because of this career, she is able to better herself as an advisor and most importantly, a patient listener.
Chinyee believes that there is always a reason for each and every encounter. She aims to make all encounters a fulfilling for both ends — one where she can provide value to her clients, and pick up a meaningful life lesson or two for herself.
Chinyee appreciates her team and mentors for their consistent guidance which allowed her to achieve the Million Dollar Round Table (2022) in her first year, and vows to be as good a leader for her future team members as well.
Learn about portfolio optimisation and how to save on premiums whilst creating a life-long income flow.
Chinyee specialises in advising medium to high net worth individuals, but her clients come from all walks of life including young families, newly wed couples and even fresh retirees.
Experience a rewarding consultation process with her personalised advisory flow.
Which one suits you the most?
Take ownership of your wealth. Plan your financial life, set and achieve realistic goals.
Protect what’s precious. Manage your wealth. Cover all your bases.
Be free of financial burdens. Make informed investment decisions and have your money work for you — in a pace that suits you..
Live a life that outlives you. Be worry free in your silver years
Cut unnecessary expenses and maximise your cash flow.
Your legacy lives on. Ensure your assets are handed down smoothly and safely to your loved ones.
Protect the benefits and health of your employees, dependents as well as the company itself.
Give your business a financial cushion to cover the unexpected loss of a key personnel.
Your business lives on. Get the funds to buy out the shares of a departed partner.
Empowering Women In Asia Podcast. Tune in to gain new insights on how to govern your thoughts and focus on transforming failures to successes!
Discover solutions to some of the main pending issues that people worry about these days.
Discover solutions to some of the main pending issues that people worry about these days.
Discover solutions to some of the main pending issues that people worry about these days.
Discover solutions to some of the main pending issues that people worry about these days.
A simple 20mins conversation could shine some light on your financial worries.
At your convenience, schedule a quick call with Chinyee, where she will help you identify unoptimised assets, maximise your passive income and ensure your family is well protected.
Gain a better understanding of your financial position, and make wiser financial goals and decisions for your future and your family now.
Authorised Representative of AIA Financial Advisors Ptd Ltd (Rep. No. TCY300517314)
* Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.
