I believe in having deep connection with my client, so they feel safe to consult and rely on me in time of grief. I approach and support clients as how i would take care of a close friend / family , making sure they have the suitable portfolio for their own unique situations.

After managing my parent's rojak portfolio that weren’t planned out well due to them not being financially educated in the past (and also not so compliance agent) , I hope I can be there to help and give proper recommendation to my client so they will never be in my parent’s shoes in the future.