Our Story

“We keep moving forward opening new doors, and doing new things,
because we’re curious and curiosity keeps leading us down new paths.”
Walt Disney

IMPACTING LIVES TOGETHER

Win Financial Group is a Team of Financial Services Consultants representing AIA Singapore.  We come from various backgrounds and professions with a goal to make a difference in people’s lives through sound financial planning. Our Group has made remarkable achievements over the past years and attained AIA Pinnacle Club consecutively ever since our establishment.  Amongst our many accolades, the significant and most  recent ones are:

2nd Runner Up Group District in Life Business 2019
5th Runner Up District in Life Business 2019
More than 80% of our Consultants are at least Associate Financial Planners. As a team, we strive for excellence through synergy and teamwork, so as to give our clients the very best in service standards.

OUR HISTORY

Win Financial Group started in 2001 when our Founder, Winnie Cheah took a leap of faith into Agency Management. Achieving MDRT within the first 3 years of her career, she pursued the management route to take over a now defunct Agency formerly run by her manager.
 
From a humble team of 8 Financial Services Consultants, our team grew to a size of more than 100 consultants and she has since groomed more than 10 managers under her leadership. 3 of her managers have spun off to run their own districts.
 
Win Financial Group prides ourselves in being an agency that has successfully groomed the highest number of producers (more than 70%) through our Undergraduate Program. As part of giving back to our Founder’s Alma Mater, our founder contributed 1 Scholarship and 1 Bursary to NUS Business School in 2017. In 2019, our founder also contributed a bursary to NUS Faculty of Arts and Social Sciences.

Our Belief

In Win Financial Group, we believe in creating an environment that not only allows our Financial Services Consultants to grow as an individual but empowered to excel and achieve career success.  Through the work that we do, we serve our clients with our HEART, build meaningful relationships and inspire them to plan and secure a better future.

Our VISION
To be known as a leading Financial Services Group that provides the highest service standards

Our Mission

Building meaningful relationships and providing the best financial solutions for our clients to achieve their life goals.

Our Core Values

Honesty – We act and advise without bias, based on individual values, needs, and goals.

Excellence – We perform and innovate ambitiously with uncompromising standards

Accountability – We own our actions, and follow through on commitments.

Relationships – We build lasting partnerships with respect, care, and reciprocity.

Teamwork – We learn from and lean on one another to achieve more together.

Our Milestones

Win Financial Group started out with humble beginnings and we have progressed to become one of the leading agencies in AIA. We appreciate your support in our journey towards excellence!

2019

  • Establishment of the second Win Advisors’ Bursary under NUS Faculty of Arts and Social Sciences
  • Win Advisors renamed as Win Financial Group

2020

  • Launch of Together Space, playspace of Win Financial Group

 

2016

  • Official Medal Sponsor of Bizad Charity Run 2016
  • Establishment of Win Advisors’ Scholarship in NUS Business School
  • Start of Mega Growth Agency Collaboration amongst Leaders

2017

  • Start of Win Advisors’ Roadshow Series
  • Implementation of CRM System
  • Introduction of Case Competition under VEIN Programme
  • Start of Producers League Program for Aspiring Convention Qualifiers

2018

  • Start of Dream Projects
  • Started in-house Roadshow Champion Course

2019

  • Establishment of the second Win Advisors Bursary under NUS Faculty of Arts and Social Sciences
  • Win Advisors renamed as Win Financial Group

2020

  • Launch of Together Space, playspace of Win Financial Group

 

2011

  • Launch of Eagles Lead Generation Activities
  • Launch of New Advisors’ Orientation Program
  • Launch of Win Advisors Facebook Fan Page
  • Start of Annual Family First! Movie Event

2012

  • Launch of structured 8-Week MAP Training for all new Consultants
  • Launch of Varsity Entrepreneur Internship (VEIN) Programme

2013

  • Conversion of 20-point System from manual to online
  • Launch of Win Advisors’ YouTube Channel
  • Usage of Google Drive to facilitate file sharing amongst Team Members

2014

  • Adoption of Google Calendar as platform for FSCs’ activities coaching
  • Launch of Win Advisors’ Twitter and Instagram social media accounts

2015

  • Launch of Win Advisors’ LinkedIn social media page
  • Introduction of Corporate Solutions Into Eagles
  • Establishment of the first Win Advisors’ Bursary under the NUS Business School

 

2006

  • First Star Club Dinner at Caribbean @ Keppel Bay
  • Introduction of Project Interdependence
  • Launch of Clients’ Newsletter, The Winning Edge

2007

  • SP-Win rebranded as Win Advisors
  • Launch of Win Advisors’ Logo, Letterhead and Season’s Greetings Card
  • Launch of Win Advisors’ Website

2008

  • Introduction of “Cash Flow Game” into Winning Formula
  • Win Advisors’ first Charity Outreach “Care & Share” Day

2009

  • Launch of Credit System to ease collections from FSCs

2010

  • Launch of Win Advisors’ Handbook – Advisor Success

 

2001

  • SP-Win was founded

2002

  • Start of Winning Formula Pre-Contract Training Programme for Potential Advisors

2003

  • Introduction of Journal Team
  • Introduction of Activity Management through the 20-Point Card
  • Agency promoted to District

2004

  • Birth of Vision Statement
  • Introduction of Sales Builder Study Group

2005

  • Introduction of Star Club Recognition for Million Dollar Club Achievers and above

 

Our Accolades

Win Financial Group has a long and illustrious history spanning almost 2 decades! Discover where we have been and the awards we have garnered!

2019

  • Summit Convention (Hawaii)
  • Million Dollar FYC District
  • MDRT District
  • President Club
  • 5th Runner-up FSD in AIA
  • 2nd Runner-up Group FSD in AIA
  • Spinoff 3rd District, SP-Odyssey

2016

  • Summit Convention (London)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Diamond)
  • Million Dollar FYC District
  • MDRT District

2017

  • Summit Convention (Berlin)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Platinum)
  • Million Dollar FYC District
  • MDRT District
  • 10th Runner-up FSD in AIA
  • 8th Runner-up Group FSD in AIA

2018

  • Summit Convention (Athens)
  • Pinnacle Platinum Agency
  • FSMA Singapore Management Awards (Platinum)
  • Million Dollar FYC District
  • MDRT District
  • Master Club Zenith
  • President Club
  • 4th Runner-up FSD in AIA
  • 6th Runner-up Group FSD in AIA

2019

  • Summit Convention (Hawaii)
  • Million Dollar FYC District
  • MDRT District
  • President Club
  • 5th Runner-up FSD in AIA
  • 2nd Runner-up Group FSD in AIA
  • Spinoff 3rd District, SP-Odyssey

2011

  • Summit Convention (Rome)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Diamond)

2012

  • AIA Convention (Melbourne)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Platinum)
  • Spinoff first District, SP-CharlesTang

2013

  • Summit Convention (Cape Town)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Platinum)
  • Spinoff 2nd District, SP-MarkTang

2014

  • Mini Summit Convention (Istanbul)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Platinum)

2015

  • Summit Convention (Zurich)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Platinum)

2006

  • AIA Convention (Sydney)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Silver)

2007

  • Summit Convention (Prague)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Silver)

2008

  • AIA Convention (Osaka)
  • AIA Hall of Honour
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Gold)

2009

  • Summit Convention (Cape Town)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Silver)

2010

  • Mini Summit Convention (Tokyo)
  • Pinnacle Agency
  • FSMA Singapore Management Awards (Gold)

2001

  • SP-WIN was started
  • 2nd Runner-up Top Regional Agency in Accident & Health Business

2002

  • 1st Runner-up Top Regional Agency in Life Business
  • 1st Runner-up Top Regional Agency in Accident & Health Business
  • Pinnacle Agency
  • Top Agency for AIA Convention (New Zealand)

2003

  • 1st Runner-up Top Regional Agency in Life Business
  • Top Regional Agency in Accident & Health Business
  • Pinnacle Agency
  • Top Agency for Summit Convention (New York)
  • Promoted to District

2004

  • 2nd Runner-up Top Regional New District in Life Business
  • 1st Runner-up Top Regional New District in Accident & Health Business
  • Pinnacle Agency
  • AIA Convention (Shanghai)
  • FSMA Singapore Management Awards (Bronze)

2005

  • 1st Runner-up Top Regional New District in Life Business
  • Top New District in Accident & Health Business
  • Pinnacle Agency
  • Summit Convention (Barcelona)
  • FSMA Singapore Management Awards (Bronze)

Our Founder’s Story

Equipped with a Business Degree from National University of Singapore (NUS), Winnie embarked on a career in Banking right after graduation in 1992. Being driven in nature, Winnie was gradually dissatisfied with her capacity as an employee. Not only was she inequitably compensated with the long hours she put in, she had to struggle with ‘politics’ in the corporate environment. In 1997, through the introduction of her husband who was her manager then, she embarked on a career in insurance.

With a philosophy of excellence in everything she does, Winnie started her career in insurance with long hours of work and a keen attitude to learn and improve. Winnie always had a heart for people and with the attitude to serve the people around her, the business slowly became her second nature. In her early days as a financial services consultant, Winnie was a consistent qualifier of the prestigious Million Dollar Round Table (MDRT), an exclusive membership for top 5% of Financial Services Practitioners around the world.

Winnie applied for management in 2001 and founded SP-WIN (now Win Financial Group). Over the years, Winnie’s philosophy centres round influencing and developing people to take charge of their lives. She sees great fulfilment in transforming ordinary individuals into successful consultants who achieved great success in both their career and family. To help each and every team member optimise his/ her potential, Winnie developed a proven system for Supervision, Training, Activity Management and Recognition (STAR) which has developed many quality producers and MDRT qualifiers.

As a team, Win Financial Group achieved many top honours in AIA. Shared vision and empowerment motivate the team. Riding on the exponential power of interdependence, every member of the group is given specific responsibilities to grow himself/herself as well as to bring the team to scale greater heights in the business. Together, Everyone Achieves More!

Winnie advocates Continual Education to her team. Leading by example, Winnie attained her Diploma in Life Insurance prior to her appointment as Agency Manager in 2001. She went on to pursue her Certified Financial Planner (CFPCM) and Chartered Financial Consultant (ChFC) to enhance her knowledge in full facet of financial planning. To assist her in recruitment, selection and training, Winnie is also a Certified DiSC Practitioner and Enneagram Coach.

Winnie attributes her achievements to her “average” family background. While in junior college, Winnie’s father who was the sole breadwinner, passed away suddenly due to brain haemorrhage. This did not deter Winnie from pursuing her degree. She paid her fees through giving tuition and taking up weekend jobs. Not having any pocket money, Winnie had to skip meals and avoid social activities organised by her course mates. All these challenges helped Winnie build her character and shaped her determination to attain a better quality of life after her graduation.

Winnie is a sought after speaker in AIA and she has also been invited to speak in AIA offices in Malaysia, Brunei and Vietnam. Family wise, Winnie is married with 3 children and her husband is also a Manager in her team. Winnie enjoys hobbies like running, music, reading and movies.

A firm believer in paying it forward, Winnie volunteered her time to the NUS Business School Alumni (NUSBSA) Bizad Charity Run in 2017 to head the Fundraising and Sponsorships Committee and raise donations for the less fortunate.  She also volunteered as an Internship Supervisor with the NUSBSA and contributed as a grassroots leader in her estate, organizing events for residents to bond and interact.

Over and above, Winnie established the Win Advisors Bursary and Scholarship in NUS Business School. In 2018, she donated another bursary to NUS Faculty of Arts and Social Sciences (NUS FASS).

Our STRUCTURE

 

 

 

 

 

 

 

OUR MAIN OFFICE
AIA Alexandra, 371 Alexandra Road
#12-36/37
Singapore 159963
Tel : +65 63738787
Email: sp-win.admin@aia.com.sg

OUR TAMPINES OFFICE
1 Tampines North Drive 1, T-Space
#08-37
Singapore 528559
Tel: +65 68038688

Copyright © 2020 Win Financial Group | All Rights Reserved.

“SP-WIN is an authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R)“

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