Francesco Lim

Francesco Lim

Set your heart on doing good. Do it over and over again, and you will be filled with joy. If you want others to be happy, practice compassion. If you want to be happy, practice compassion.”
Dalai Lama

Francesco’s Story

I was formerly a self-employed franchisor and retailer at outlets in Singapore and China. As a mother of two, however, I wanted to spend more time with my family in Singapore. I saw how my husband, as a Financial Services Associate Director at Win Financial, had helped many clients over his fifteen years in the industry. As such, I decided to join the team and become an FSC too. When I presented a claim cheque to a single mother who had breast cancer during her treatment period, I saw how meaningful my job can be – life is unpredictable, and everyone should have a Financial Advisor who is compassionate and willing to accompany them in their financial planning journey.

Read More About What Others Have To Say About Francesco

“Francesco is an incredibly patient financial planner. She is dedicated to finding the best and most effective coverage for her clients. Being a devoted Buddhist, Francesco is genuine in helping her clients and not doing business for the sake of maximising her own gains. If anyone needs a caring yet professional advisor, she is the one!”
-Clara Thang, Construction Firm Director

 “Francesco takes care of my family’s financial planning needs. I am impressed with her helpfulness and prompt response whenever we have any questions or need help in claims or policy changes. I would recommend Francesco to anyone who requires a responsible Financial Services Consultant.”
-Lynette Lee, Specialist Doctor

“I am greatly blessed to have Francesco (Fran in short) as my consultant in 2019. I am retiring in a few more years and I wished that I knew her earlier so that she could plan my different life stages in a holistic way. Fran has certainly provided very sound advice and as a result I entrusted her with my retirement and legacy planning. I endorse Fran as one of the best consultant you can ever have!”
-Dr Tan SN, Professor (Lecturer)

Alicia Pe

Alicia Pe

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

Anthony Lopez

Anthony Lopez

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

Chermayne Tng

Chermayne Tng

Work hard in silence, let your success be your noise.
Frank Ocean

Chermayne’s Story

I used to dabble in the world of fashion since my undergrad days but realized that I will need a job that was more sustainable and fulfilling in the long run – one that I could retire in. Job satisfaction and the fact that my work would extend beyond what was skin-deep were key highlights that brought me to AIA. This career allows me to possess the knowledge to ensure that my family is well-protected against the unpredictable nature of the future and I am also able to help my friends and clients achieve their desired financial goals. I believe that life’s fulfillment comes from self-enhancement and making significant impact in other people’s lives.

Read More About What Others Have To Say About Chermayne

“Throughout my adult life, I was always hesitant to purchase insurance coverage for myself as it was difficult to find someone trustworthy. Meeting Chermayne was life-changing and I knew she has my best interests in mind. Her friendliness and sincerity in helping me eventually convinced me to get myself covered.”
-Teo Pei Fan, Administrative Assistant

“Chermayne has been a great help to me. She is professional and competent, at the same time ever friendly and patient. If she does not have an answer for me at any time, she ensures she comes back with the information that I need. I deeply appreciate her exceptional service. Thank you Chermayne!”
-Jayde Tan, Graphic Designer

“Chermayne is a highly motivated lady, possessing strong conviction and sound knowledge in her field. After understanding my financial situation and goals, she tailored a comprehensive financial portfolio that best addressed my needs. I am glad to have forged a meaningful partnership with Chermayne, and I believe she will continue to improve my future through her dedication towards her clients!”
-Peng Han, NUS Student

Darryl Ong

Darryl Ong

You miss 100% of the shots you don’t take.”
Wayne Gretzky

Darryl’s Story

I came to know and learn more about the Financial Services Industry when I enrolled into Win Financial’s Summer Internship Program (VEIN). The program was an eye opener and I decided to join the team as a Financial Advisor. This was a decision I never regretted. Having to do my first ever claim for a close friend I knew from my army days, was the moment when I deeply appreciate the meaningful aspects of my career. I realised I can create a positive impact to others by helping them protect themselves from the hazards of life. I am an active person and I attained a black belt in Taekwondo. Progress motivates me and I look forward to achieving greater success in my personal development.

Read More About What Others Have To Say About Darryl

“I was about to enter the workforce and my parents decided to let me take over all my insurance policies. I was unclear of what I was covered and sought Darryl’s advice. During our first appointment, Darryl explained in detail what each policy covers and highlighted areas where I could fill the gaps. It was a fruitful appointment and it made me realize how lucky I am to have parents who believe in starting insurance early for me.”
-Tay Zheng Hui, Private Tutor

“I was approached by Darryl during army and I decided to start financial planning early upon his advice. Darryl takes the effort to understand my needs and concerns and suggested areas where I could plan. He considered my different life stages and ensured that I could still afford to go for my student exchange and comfortably pay for the down payment of my first HDB.”
-Justin Ong, Accountant

“I was piled up with student loans that started in Polytechnic and had trouble clearing them upon entering army. Darryl was the first consultant who gave me advice to defer the payment because I was in National Service. He even shared with me how I can obtain funding and scholarship to subsidise my University fees. Having an advisor who is in the same life stage as myself has helped me tremendously!”
-Kevin Yong, University Student