Chinyee became a consultant after leaving the corporate space, where she worked for a respectable shipping firm for close to two years. She made the switch in search of a career that could bring a greater sense of fulfilment, one where she could make lives better and add value to people from all walks of life. She was naturally drawn to the advisory industry.
She specialises in planning for senior professionals and pre retirees and is known for identifying ways to reduce clients’ premiums. She accurately pinpoints concerns unique to each individual, and clients appreciate her for having tough but necessary conversations. Since becoming a mom, she draws on that experience to help young families plan their trajectory over the next 5 to 10 years, ensuring young parents kickstart their own retirement planning while starting their children’s education funds.
She strongly believes there is no one size fits all solution in estate planning. Each journey should be thoroughly analysed, crafted and personalised according to one’s trajectory, goals and financial situation. The process is arduous, requiring time and effort to build a relationship that goes beyond niceties and reaches a full understanding of one’s needs and life goals. It is also the part Chinyee enjoys most.
Chinyee’s goal is to build a community of 500 working professionals and families who can live with ease, knowing their futures 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!
From navigating the raw struggles of motherhood to building long-term financial security, find the community and tools you need to lead your family with confidence.
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.