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

Eddy Goh

Eddy Goh

The best investment you can make, is an investment in yourself.”
Warren Buffet

Eddy’s Story

“The best investment you can make, is an investment in yourself” – a motto that I live by, and the reason behind my decision to take up Win Financial’s Internship Program before I entered University. It was a summer well spent and I gained great insights into the financial planning industry. I accepted the offer to become a Financial Advisor as I believe in the meaningful aspects of the career. I am also very intrigued with the mechanics of investing and I hope to attain greater wisdom in this area to better advise others and manage my own wealth. During my free time, I love to go food-hunting and play badminton.

Read More About What Others Have To Say About Eddy

“Eddy has assisted me in my financial planning and I am very satisfied by the service he provided! Insurance planning can be a daunting process but Eddy helped me to carefully plan and manage my portfolio. Now I am more confident in my financial choices.“
-Jun Boon, Student

“Eddy is a patient advisor who took the effort in explaining different plans available to me. I was further impressed when he shared about how proper financial planning can further help me in my various life stages. It feels comfortable to discuss my goals with Eddy without feeling pressure to purchase plans. Eddy is highly recommended!”
-Carean Lim, Dentist