by admin | May 21, 2020
“You just can’t beat the person who never gives up.”
–Babe Ruth
Alfonso’s Story
I have always aspired to be an entrepreneur, and was introduced to the career of an FSC through an internship opportunity. At the first meeting with my Director and Mentor, Winnie, I knew that this was the golden opportunity for me to pursue my dream to become an entrepreneur. I am grateful to have discovered a job which encompasses my interest and allows me to interact with people, therefore helping me gain confidence. Growing up in a family where there is little awareness about financial planning, I knew the importance of delivering the “right dose of medication” to my family and clients. I love spending time with my loved ones and singing is my favourite leisure activity outside of work.
Read More About What Others Have To Say About Alfonso
“As a fresh graduate, I was unfamiliar with insurance and its benefits. Alfonso was patient and took the effort to run through with me the different plan options and their features. His explanation allowed me to make a more informed decision and we were able to curate a solution that was catered to my needs and life stage.”
–Sam Yong, Marketing Associate
“Of all the financial consultants I have met, Alfonso stands out in terms of dedication and service. He clarified my doubts and recommended plans that met my specific requirements. I would recommend Alfonso to anyone who is looking for a trustworthy individual to entrust their financial planning with.”
-Sally Yeo, PR Consultant/ Influencer
“Alfonso is professional and has good knowledge of financial related matters. He evaluated my risk profile, explained the pros and cons of investing before recommending me to proceed with investment plans. He is indeed a sincere consultant!”
-Sheryl Sng, Cabin Crew
by admin | Apr 24, 2020
“Strength does not come from physical capacity. It comes from an indomitable will.”
–Mahatma Gandhi
Alicia’s Story
I was introduced to Win Financial through my cousin who was an agency leader with the team. When I saw the purpose of the career as an FSC, which holds the critical role as a solution provider for clients, I realised I wanted to impact lives through becoming one myself. In the first year of my career, I qualified for the prestigious Million Dollar Club Gold Award. The sense of accomplishment spurred me further to achieve more which in turn, equates to saving more lives. As an FSC, it is our job to understand the needs of our clients and help them make the right decisions. Outside of work, I love playing netball to stay active and healthy.
Read More About What Others Have To Say About Alicia
“We are thankful and grateful to know Alicia. She is an understanding agent who always tries her best to accommodate our needs and situation. We can feel her sincerity to understand our concerns and constraints at the same time. Also, she has been honest to us about every detail, making us so comfortable to entrust our planning with her. Thank you, Alicia!”
-Herson, Human Resource
“I would like to express my deepest appreciation to Alicia. You will always feel at ease with her. She is always warm and sincere during our engagement. She found the right plan for me, within my financial capability which I am grateful for. I am impressed with her work ethics and dedication in helping her clients.“
-Siti, Administrator
“Alicia is always there to provide helpful, yet timely advice whenever I needed information about products and claims processing. I am impressed with her commitment and professionalism! Alicia always has her clients’ best interest in mind and is not out to make an easy dollar. I would recommend Alicia to anyone who is seeking a supportive and dedicated advisor.”
-May Loke, Teacher
by admin | Apr 24, 2020
“If you really want to do something, you’ll find a way. If you don’t, you’ll find an excuse.”
–Jim Ron
Anson’s Story
I was first introduced to this profession by an internship offer. Being an Engineering student, the career path as a Financial Consultant was something that has never crossed my mind. After meeting my Director and Mentor, Winnie, I realised this is a career that could give me a purpose at work. Insurance and financial planning are extremely important in this fast-developing world and I strongly believe that everyone should have proper planning. This belief started when my father suffered a minor stroke and we were unable to afford the medical bills. Nobody should be a liability to others and it is vital that everybody is able to get back on their feet quickly after a fall.
Read More About What Others Have To Say About Anson
“Before recommending any insurance policies, Anson listened patiently to my concerns and was prompt in answering my questions whenever I had doubts. Through working with Anson, I found him to be a man with great integrity and good work ethics. Anson is an advisor who is attentive towards his clients’ needs and definitely one I can entrust my financial planning with!”
-Kerin Kok, Teacher
“I am extremely fortunate to have Anson to service my insurance policies. My experience with insurance advisors improved tremendously ever since. From ensuring that my policies were up to date to advising me on risk management strategies to protect me. Anson is there not only as an insurance agent but also a close family friend.“
-Bernard Kay, Operations Manager
“I want to thank my agent Anson for the excellent work he is doing in taking care of my family’s insurance and investments needs. I am glad that Anson is now managing my family’s policies with AIA. Over the course of 2 years, we have developed a certain level of trust with him. Anson, thanks for your help and I hope you continue to help many more families.”
-Arwin Reyes, Director
by admin | May 21, 2020
“Compound interest is the 8th wonder of the world.”
–Albert Einstein
Anthony’s Story
I found my interest in finance during my NS days when I attended investing and trading courses during my free time. I recognize that although investing and trading is not for everyone, all of us need proper financial planning to safeguard our financial future. That was why, when given the opportunity to join an internship with Win Financial, I wasted no time in signing up. I eventually decided to contract with AIA, putting into practice what I have learnt. Although I had to juggle between work and school, I am committed to serving my clients at all points of their lives. I believe that an individual who plans adequately early in life would reap the benefits later in life.
Read More About What Others Have To Say About Anthony
“Anthony is an amiable and responsive consultant. He is quick in his response and always ensures he gets back to me whenever I have any request or enquiry. Thank you Anthony for giving me a good head start in my financial planning journey.”
-Jordan Kong, National Serviceman
“Friendly and helpful, that is Anthony. He is always ready to share any updates that concerns me or my policies. I enjoy working with Anthony as he ensures he services his clients well and takes good care of my financial health.”
-Daniel Lo, Law Undergraduate
“Anthony has a good grasp of his work and can explain financial planning in an easy to understand manner. He is a focused guy and you can rely on Anthony to get things done!”
-Villanueva Gonzales, National Serviceman
“We have Alam as our Financial Advisor for 2 decades. Yes, that long! That is because he is a very sensible, fair and responsible agent. In fact, he is like a family member who never fails to guide us in our policy decisions whether it is for asset building, medical or education policies for our kids. His in-depth knowledge and insights has helped us make many wise decisions.”
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