I had the privilege to start my career at an investment bank, where I was grateful to have learned the importance of quality service and work ethics. With a long term desire to be part of a service business and be in pursuit of financial knowledge, I decided to join the financial planning industry in 2018.
I believe in consistently putting my 100% to understand the goals of every individual I meet, and to work together to provide a solution personalised for each client. My primary goal is to be a trustworthy Financial Consultant to all my clients and to ensure a comfortable financial future for them based on their needs and with my experience in managing ~400 clients.
I’m a Finexis Advisory Associate Director, and I’m here to assist you in making your financial goals a reality. Happy to chat anytime about your goals!
Accolades
1X Million Dollar Round Table (MDRT)
4X Court of the Table (COT)
2X Top of the Table (TOT)
Credentials
Finexis Advisory Associate Director
B.A in Economics (with Honours)
B.Eng in Aerospace Engineering (with Honours)
Our Clients Say
Hello! Thanks to Grace's patience, I gained many valuable insights with regards to my financial planning and how to safeguard myself with the different plans that can be customised (to a certain extent) based on my life priorities. Grace is very responsive to all my queries and requests, never expressing any unhappiness even when I changed my mind about certain plans. What's even more valuable is that she went above and beyond to highlight to me the impact /risk to my decision. I feel very comfortable to share my concerns with Grace and also leave my insurance planning in her good hands :)
Qian Qi
Investment Bank HR