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

Leo Tan

Leo Tan

“Don’t celebrate closing a sale, celebrate closing a relationship.”
Patricia Fripp

Leo’s Story

The opportunity to venture into this career presented itself from an introduction by a mutual friend. Despite being initially sceptical, what drew me to this line of work eventually was my interest in personal finance and the entrepreneurial nature of my work. I also see it as a valuable opportunity to help others have peace of mind and reach financial freedom with proper insurance planning. Developing a long-term working relationship with my clients and being able to serve them at every stage of their lives are my goals as a Financial Services Consultant. With a combination of integrity and commitment, I hope to be the trusted one-stop financial solution for all my clients.

Read More About What Others Have To Say About Leo

“I bought my first policy through Leo when I first enlisted into the Army. Not only is Leo highly committed to his profession, he has outstanding work ethics and never compromises on his moral standards. I would recommend Leo to anyone without hesitation or reservation.”
-Ng Chee Hao, Marketing Consultant

“Thank you, Leo for sharing your love and concern, and for introducing me to AIA! I deeply appreciate your sincere and attentive service as an advisor and your painstaking effort in customizing a detailed plan that is suited to my needs. Keep up the good work!”
-Aiysh Shiekh, Teaching Instructor

“Leo is a trustworthy financial consultant. I can depend on him to keep my financial plans in check and rely on his sound advice on how I can constantly improve it. A highly recommended financial consultant!”
-Hansel Tantohari, Student

Lyndon Lim

Lyndon Lim

“Always help someone. You might be the only one who does.”
Unknown

Lyndon’s Story

I love travelling because I get to learn important life lessons from the people that I meet, and the insurance business provides just the avenue for me to do so. Having been in the insurance industry, helping clients tie through claims and their challenges in life, my conviction is this: insurance can change lives, and I can change lives. I acknowledge that being a competent and dedicated consultant to my clients demands great commitment, but it is definitely satisfying to live up to their expectations! As clients become friends and friends become clients, it empowers me to stay in touch with them and walk through life together as we often meet up for reviews on a yearly basis.

Read More About What Others Have To Say About Lyndon

“Not your average financial advisor. Ping Cheong (Lyndon’s other name) genuinely cares for his clients and often goes beyond what is expected. I recall during the start of Covid-19, he proactively called me up to suggest adjusting my portfolio which eventually played out well. Exceptionally professional and friendly, I am thankful to have Ping Cheong as my financial advisor.”
-Marx Low, Senior Software Engineer

“Ping Cheong is highly responsive and gives good recommendations as an insurance practitioner. He would assess my financial situation and goals before recommending a product. He is an MDRT Agent who is honest and acts best in his clients’ interests. Would highly recommend Ping Cheong to my friends for their insurance needs.“
-Yeow Min Quan, Analyst

“Ping Cheong is passionate & dedicated in helping his clients improve their lives in areas of insurance and wealth planning. He provides efficient services and often goes the extra mile to care for his clients’ wellness. Happy to have an MDRT agent servicing me. This is one guy who gets the job done with heart and sincerity.”
-Phyu Phyu, Bank Analyst