Starting out as an insurance agent doing roadshows, I graduated from the school of hard knocks in the financial services industry.
Handling rejections time and again on a daily basis was a humbling experience.
I hardly did any financial planning and my service level was even worse.
I found myself deeply unfulfilled with what I was doing and my clients were also not getting the advice and service they deserved.
Today, I am blessed to be working with over 500 families, helping them steward their family's finances. I took a major leap of faith to switch to a different platform and providing a more consultative approach.
This allows me to assist them to solve their financial challenges by offering them different options and solutions.
Most of my clients have been working with me for more than 5 years and I enjoy the friendship and trust that they have in me.
I am now recognized in my company and branch as one of the top consultants.
In 2021, I achieved Top of the Table(TOT) in MDRT, an accolade reserved for the very best in our industry.
I have been invited regularly to give talks to ministries, statutory boards, clubs, and companies to share with them various aspects of financial planning.
Looking back, all these would not have been possible with my human efforts.
Whilst I am still working through all my weaknesses, I take comfort in Matthew 11:28 "Come to me, all you who are weary and burdened, and I will give you rest."
All glory to God! "
Financial Planning Ebook