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

Bao Hui

Bao Hui

No amount of money ever bought a second time.
Iron Man

Bao Hui’s Story

While undergoing Business Studies at Ngee Ann Polytechnic, I realised I wanted to build a business of my own. After completing my NS, I chanced upon the opportunity to be an FSC with Win Financial. At the age of 21, I had little knowledge about the financial services industry. Through the guidance of my mentors, I began to see the career not only as an entrepreneurial one, but one that was meaningful. I saw the importance of financial planning and that the career is ultimately about serving people. I am willing to go beyond the duty as an FSC and I see this commitment as a promise to my clients that I will be there for them throughout the different stages of their lives.

Read More About What Others Have To Say About Bao Hui

“Bao Hui is a wonderful insurance agent. He did an excellent job in managing all my policies and he is knowledgeable and conscientious. With him as my advisor, I am assured that my well-being is taken care of and I do not have to worry about anything.”
-Tan Jing Ting, Market Researcher

“A very sincere and conscientious financial advisor, Bao Hui helped me develop a plan for me to grow my wealth taking into consideration my goals in the next 5 to 10 years. I entrusted him to plan for my Aunt too, whom I am a sole caregiver for. Thank you Bao Hui for the effort to help me achieve my goals.”
-Jeremy Tan, Senior Consultant

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

Christina Pong

Christina Pong

When you understand that life is a test, you realise that nothing is insignificant in your life.”
Rick Warren

Christina’s Story

When I first started as an FSC intern, I did not harbour much expectation as to what was to come. However, while receiving coaching and guidance from my Director and Mentor, I developed a passion for this career and saw how I can value-add to the lives of families and friends around me. People rarely see the importance of insurance, until an unexpected encounter occurs. It is all about the little difference that we can make in their future. I enjoy what I am doing because it encompasses both my interests and knowledge. I also love to explore new food places and catching up with friends outside of work hours.

Read More About What Others Have To Say About Christina

“Christina has helped me with my financial planning since I started work 6 years ago! I am always impressed with how neat and organised she is with everything. Christina gives great and practical advice. She is not pushy and is always ready to help me with any questions I ask. Thankful to have Christina as my family advisor.”
-Grace Tan, Executive

“Christina is quick to listen and yet takes careful consideration of my situation and goals before proposing any plans. She helped me consolidate my financial plans in an easy to understand manner to identify gaps. Her recommendations always allow for alternatives and adjustments according to my affordability. Thank you Christina for going the extra mile for your clients.”
-Lee Han, Executive

“In my financial planning journey, one of the things that I greatly value is Christina’s timely check-ins and follow-through, to ensure that I am adequately covered and kept abreast with the latest policy developments. Be it as an advisor or friend, I know I can count on Christina to watch my back in this journey, to provide me with the advice and support whenever needed.”
-Abigail Soh, Statistical Analyst

Kelvin Ang

Kelvin Ang

You cannot choose what happens in your life but you can choose what you are going to do about it.
-Jessica Khoury

Kelvin’s Story

As I had planned to pay off my tuition loan by the time I graduated from university, I had been working part-time and giving tuition after my NS. The choice and opportunity to become an FSC was clear, when I sat for a financial talk during my university camp. Like some others, I was sceptical about the career initially. However, after finding out and learning more from other experienced consultants, I realised this was the career I was looking for. It is a purposeful career that allows me to be financially independent, and make a difference in other people’s lives. Outside of work, I love to travel around the world and explore different cities and their cultures.

Read More About What Others Have To Say About Kelvin

“Kelvin is a knowledgeable advisor who does not hard sell. Instead, he listens to my concerns so he can better analyse my situation. His recommended solutions usually come with options so he can better establish my preferences. He is well versed in investments, often giving me tips on how to get better returns on my monies.”
-Tan Li Ching, Human Resource Director

“When I graduated from NUS, I was looking for a financial planner. I was glad to be introduced to Kelvin through a friend. Unlike previous planners I encountered, Kelvin was detailed in his process in uncovering my gaps and understanding my needs. I really appreciate how he uses applications such as Goals Mapper to chart out my retirement years.”
-Lim Jia Wen, Marketing Associate

“Kelvin is prompt in his replies, and he avails himself whenever I need him. There was an occasion when I was hospitalised, and he happened to be overseas. He not only helped me check my policy details, he went the extra mile to explain the admission procedures over a long-distance call. Simply put, Kelvin is an advisor that genuinely cares for his clients!”
-Chan Chun Kiat, Army Regular