Service to others is the rent you pay for your room here on earth.”
Muhammad Ali

Junxiong’s Story

I initially joined AIA as an FSC to earn extra income during my undergraduate days in NTU. But it eventually grew into a commitment to help people I crossed paths with. With more than a decade of experience in the financial services industry, I understand the common financial concerns that individuals and families go through during their different stages of lives. As an FSC, I am committed to ensuring that all my clients’ financial planning needs are well taken of. When I helped a client claim a $1 million hospitalisation bill for end-stage Lymphoma, it was then that I saw how meaningful my job was. As cliché as it may sound, to be a good FSC takes dedication and sincerity.

Read More About What Others Have To Say About Junxiong

“I was on the lookout for insurance coverage for my family members and myself when I first knew Junxiong. During our first meetup, he listened to our concerns and highlighted the gaps in our financial plans. He only recommended policies that matched our needs. Through the years, Junxiong helped us tie through difficult times when our loved ones were sick and hospitalized. Junxiong is an advisor that genuinely cares!”
-Zhu Sheng Jie, Teacher

“Junxiong managed my insurance policies since I was in the army. He was sincere in his approach and never recommended me to take anything more than I could afford. Today, Junxiong is the trusted planner for my family and extended family. We really value this relationship and his sound advice on financial related matters.”
-Marcus Lim, Manager

“I have been mentored by Junxiong ever since I first joined AIA. Junxiong joined AIA since 2003 and has strong conviction in his role as a trusted advisor towards his clients. A selfless manager who leads by example, Junxiong never hesitates to share his knowhow and skills with his team members which has been instrumental in my growth as an advisor.”
-Ron Jacob, Financial Services Consultant

Janet Lim

Janet Lim

The most difficult thing is the decision to act, the rest is merely tenacity.
Amelia Earheart

Janet’s Story

Formerly a Flight Stewardess with SIA, I envisioned to be in a career that allows me to impact more lives. I hence decided to become an FSC after being introduced to Win Financial through a friend. Being empathetic and willing to go that extra mile is what makes me stand out as an FSC. I am thankful to have had qualified for Headstart Seminar in Bangkok in 2018, even though I was new to the company then. I feel at ease when my clients are adequately protected against hazards of life. A fun fact about me is that I really love food and eating, and I also love reading and traveling!

Read More About What Others Have To Say About Janet

“I’m very picky when it comes to engaging a financial advisor. Despite purchasing a small accident plan, Janet is always helpful in offering her advice and assisting me with policies sold by other AIA Advisors. To me, Janet is not only an advisor, she is my friend.”
-Justin Teo, Director

“Janet comes across as a sincere and genuine advisor. There was no stress or pressure during our discussions and meet ups. Appreciate her help and patience in handling my claims and enquiries. She is the loveliest agent you would want to have!”
-Dorcas Zhuo, Homemaker

“Janet always makes the effort to keep me updated of the products and services that her company offers. She is thoughtful, not pushy and ensures that her plans meet my needs before recommending them. I am thankful to have Janet as my Financial Advisor.”
-Alvin Zhao, Business Owner

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

Yvonne Lim

Yvonne Lim

“Do to others as you would have them do to you.”
Luke 6:31

Yvonne’s story

After graduating from the University of Birmingham (SIM), I decided to become an FSC with Win Financial. Like some others, I was initially sceptical about this career, and my family was not fully supportive of my choice. However, after seeing what really happens behind the scenes, it made me realise that no other career would be as purposeful. I strongly believe that with a great amount of effort, determination, and sincerity towards my clients, this career will certainly bring me what I want in life. I believe in providing the best of interests for my clients, like how I would do for myself and my loved ones. Financial planning, if done correctly, can lift burdens and free problems.

Read More About What Others Have To Say About Yvonne

“Yvonne took over our policies from a previous advisor and she has been exceptional. As parents of two young kids and being very unfamiliar with insurance, Yvonne provides us with relevant and sound advice. Sincere in her dealings, Yvonne always thinks of our needs first. To Yvonne, stay passionate and continue making a difference in the lives of others.”
-Thanaraj, HOD Teaching

“When I started work and knew it was time to get my insurance sorted out, Yvonne, who was my University classmate came to my mind. During our meetup, I did not feel any pressure selling tactics and she ensured that I made an informed decision. On one occasion, I had to undergo an emergency surgery. I was thankful to have her assurance that I can go ahead with the procedure without worrying about the bills or backend.”
-Amos Lim, Army Officer

“I knew Yvonne through my mother as she bought insurance for me when I was much younger. Yvonne is very friendly and professional throughout the process of advising me. She is detailed in her explanation and recommended plans that met my needs.Through Yvonne, I changed my perspective towards insurance and what it can do!”
-Vivian Koo, Social Worker