Winnie Cheah

Winnie Cheah

“In the face of obstacles, instead of asking: what’s wrong? Ask instead: what’s next.
Winnie Cheah


Winnie’s Story

It was during 1997 Asian Financial Crisis that I made the bold move to join the Insurance Industry. There was no looking back ever since. I faced many obstacles transiting from Banker to Advisor and I am grateful for supportive clients who have given me the opportunity to partner with them in their financial planning journey. I embrace life with an attitude of excellence and firmly believe that success is by design. Other than the mentors who have guided me, I am thankful for the many veterans ahead of me who have penned down their greatest lessons in books – which has brought me to where I am today. My dream eventually is to write and publish my own book.

Read More About What Others Have To Say About Winnie

“I was unable to claim on my policies due to poor advice from my previous advisor. I was introduced to Winnie and she focused on understanding my concerns before recommending any solutions. I was convinced of her sincerity and eventually entrusted my family’s insurance planning to her.”
Cami Soh, Director of Operations

“I was serviced by Winnie since Army and it took me a while for me to appreciate the benefits of financial planning. Without her relentless follow-up, I would not have gone to the extent of systematically planning my retirement years and children’s education.”
Ken Lee, University Professor

“Winnie delivers her service through sound advice, prompt response and an immaculate claims process supported by her staff.  I am very assured of the level of commitment Winnie has for all clients despite the many hats she has to wear.”
Jeslyn Phua, Senior Executive

Paul Chee

Paul Chee

“The challenge of leadership is to be strong, but not rude; be kind, but not weak; be bold, but not a bully; be thoughtful, but not lazy; be humble, but not timid; be proud, but not arrogant; have humour, but with folly.”
Jim Rohn

Paul’s Story

I joined AIA as an Undergraduate FSC in 2001, and culminating in my present role as an agency manager. I’ve had the privilege of speaking at various functions; sharing my knowledge and experience with fellow practitioners and the general public at large. My passion lies in inspiring my clients and junior consultants to be financially free. To remain at the cutting-edge of the industry, I regularly upgrade my knowledge. I believe that Financial Planning is not about the “product”, but all about the “person”. Therefore, being able to provide better quality advice and service to my clients is of utmost importance to me. As a devoted Christian, I strive to live by the values of Integrity, Dedication and Professionalism.

Read More About What Others Have To Say About Paul

“Paul has been my trusted Advisor for over fifteen years. He reliably planned for me as my needs changed, from buying my first home to having my firstborn, then my second. I will always take his prudent recommendations.  He is also always prompt and efficient during claims. I totally recommend him!”
-Carolin Wong, Senior Marketing Manager

“Paul always responds promptly. He patiently guided me when I contacted him after many years. I indicated to buy a new plan but he firmly advised me to consider my overall needs instead of comparing yields and premiums. Being knowledgeable and responsible, he explained why certain plans do not suit my needs. Anyone can rely on Paul for excellent financial advice.”
-Koh Siew Min, Managing Consultant

“I joined Paul before entering university. As my mentor, Paul unconditionally encourages and motivates me to pursue my dreams. Paul is a patient leader and he has never unduly stressed me. Instead, he walks alongside and supports me like a big brother. His analytical insights help me to constantly improve myself. Thank you, Paul for your mentorship and guidance in my career journey.”
-Duke Cheng, Career Consultant

Duke Cheng

Duke Cheng

Hard work beats talent when talent does not work hard.”
Kevin Durant

Duke’s Story

When I was working in DBS, I got a call from Win Financial to explore a career in the Financial Services Industry. With a keen interest in finance, I took a leap of faith to join their internship and felt a deep connection to the industry. In my journey as an FSC, I once helped a client update his insurance portfolio and filled up the gaps which ultimately helped him claim over $100,000 when he was subsequently diagnosed with prostate cancer. This was a major milestone in my career where it reminded me of the meaningful difference I am making to others. During my free time, I play basketball not only for fitness, but to bond with my friends.

Read More About What Others Have To Say About Duke

“Duke is a professional advisor. I put 100% trust in him as he will share his honest opinion on what suits his clients best. He took time and effort to fully understand my needs before giving any recommendations, which I really appreciate. I would certainly refer him to anyone who requires sound financial advice!”
-June Oh, Marketing Associate

“Despite knowing Duke for less than a year (then), I approached him for financial planning advice right after graduation. During our first meetup, he took the effort to understand my priorities and goals. At that point, I was assured I approached the right person. Duke wants the best for his clients and ensures they are covered in the essential aspects.”
-Jasmine Seng, Tax Associate

“Duke is a very dependable advisor. He ensures that his clients’ needs are well taken care of during any sharing or review sessions. He provides sound insights, while being extremely patient and open to questions. I am happy to recommend him to anyone who requires an opinion on financial planning.”
-Yi Ling, Talent Development Associate