Adriann Ang

Adriann Ang

“We make a living by what we get. We make a life by what we give.
-Winston S. Churchill

Adriann’s Story

I joined AIA as an Undergraduate FSC when I was 21 to earn more pocket money. I used to be quiet and reserved until I started gaining confidence through the business. Instead of pursuing my course of study of Engineering upon graduation, I continued my line of financial work. Under the guidance of my Director, Winnie, and with support from my wife, Fran, I became a Manager, and was eventually promoted to Associate Director. I lead a team of consultants, mostly from similar backgrounds as me. Even as a manager, I serve my clients and ensure they never walk alone in their financial planning journey. Apart from work, I also enjoy spending time with my loved ones.

Read More About What Others Have To Say About Adriann

“For close to two decades, Adriann has taken good care of me in my financial planning through recommending suitable insurance plans and providing sound advice on finance matters. He is always meticulous and systematic in his approach and I always look forward to meeting him to discuss how I can better plan and prepare for my future.”
-Yow Cheun Hoe, Associate Professor/Director

“Adriann has been my financial planner for 13 years. He consistently provides advice that caters to my  different life stages, and is always proactively sharing new information with me. This is helpful to clients who are not financially savvy or lack the bandwidth to consistently align their financial planning approach in accordance to their evolving life goals.“ 
-Yeo Li Xian Eugene, Biometrics Consultant

“I was an undergraduate when I joined Adriann’s Team. Adriann not only coaches me as my manager but guides me as a big brother through my life journey. I recall vividly years back I had a bad breakup and was devastated. Adriann drove to my place in the middle of the night to comfort and listen to me. I am thankful to have a leader who cares for my success and well-being.”
-Kelvin Ang, Financial Services Consultant

Alam Shah

Alam Shah

The more you know, the more you know you don’t know.
Aristotle

Alam’s Story

Before becoming an FSC, I was a Guards Officer. I chose to change my career path because I felt that my outspoken and driven nature would suit this challenging industry. After more than 20 years in the business, I received numerous AIA awards such as the Million Dollar Club, Premier Agent Club, and qualified for various overseas conventions. I believe in providing quality advice and transparency to my clients. I can converse in English, Malay and even Mandarin, which is a plus point for me as I do not have any language barriers with my clients. My strengths are in building rapport and long-term relationships, and I am always willing to go the extra mile for the people I serve. I run regularly to keep myself fit and enjoy watching a good game of football with my sons.

Read More About What Others Have To Say About Alam

“We have Alam as our Financial Advisor for 2 decades. Yes, that long! That is because he is a very sensible, fair and responsible agent. In fact, he is like a family member who never fails to guide us in our policy decisions whether it is for asset building, medical or education policies for our kids. His in-depth knowledge and insights has helped us make many wise decisions.”
-Poonam Rai, Assistant Manager

“Alam has been advising me on insurance matters since the day I started working. He has been with my family for decades and is a trusted agent and friend to depend on. He is willing to go the extra mile to aid us in claim matters. I do have policies with other insurers, but none of the advisors are comparable to Alam in terms of their dedication to serve.”
-Diana Lim, Manager

“I have found Alam a truly honest person with clear intentions to help his clients. His excellent product knowledge and the ability to clearly explain his thoughts makes him a true professional. His understanding of current affairs and investment markets are also commendable. I admire his work ethics and he is by far my best servicing agent!”
-Syed Alhabshee, Event Organiser

Sharwyn

Sharwyn

“Tough times never last, but tough people do.”
Robert H

Sharwyn’s Story

I was referred to Win Financial by a colleague and NS section mate. My interests piqued when I discovered the value and importance of proper risk management and comprehensive planning in achieving financial goals. The ability to help serve like-minded individuals, brings me a sense of fulfilment. While providing efficient, prompt and effective financial plans to my clients, I also forge friendships with them so as to better understand their financial needs and goals. I believe in maintaining a work life balance and the flexibility of this career allows me to achieve that. Out of work, I love to play and watch football.

Read More About What Others Have To Say About Sharwyn

“Sharwyn was able to present his financial solutions in an easy-to-understand manner, and his recommendations met my needs adequately. He came prepared with materials and was patient to address all my queries. Even if he did not have the answer, he would find out and get back to me eventually.”
-Andrew Tham, Student

“Sharwyn is a thoughtful financial consultant who took time to understand my needs and finances. He suggested plans that were applicable to my life stage. He is concise and clear with his proposal, making it easily comprehensible to a layman!”
-Zheng Ming Xuan, Secretary

“Approached Sharwyn when my wife was expecting our first born. He was helpful and did his research before proposing us the most suitable plan for our child’s future. He was polite, sure of his work and extremely dedicated in helping us!”
-Aaron Then, Dance Instructor