Milestones
Win Financial Group started out with humble beginnings and has grown over almost 2 decades to be a leading financial service advisory firm. Celebrate our milestones with us!
2001
- SP-Win was founded
2002
- Start of Winning Formula Pre-Contract Training Programme for Potential Advisors
2003
- Introduction of Journal Team
- Introduction of Activity Management through the 20-Point Card
- Agency promoted to District
2004
- Birth of Vision Statement
- Introduction of Sales Builder Study Group
2005
- Introduction of Star Club Recognition for Million Dollar Club Achievers and above
2006
- First Star Club Dinner at Caribbean @ Keppel Bay
- Introduction of Project Interdependence
- Launch of Client Newsletter, The Winning Edge
2007
- SP-Win rebranded as Win Advisors
- Launch of Win Advisors’ Logo, Letterhead and Season’s Greetings Card
- Launch of Win Advisors’ Website
- SP-Win assumes new Corporate Identity – Win Advisors Group
2008
- Introduction of “Cash Flow Game” into Winning Formula
- Win Advisors’ first Charity Outreach “Care & Share” Day
2009
- Launch of Credit System to ease collections from FSCss
2010
- Launch of Win Advisors’ Handbook – Advisor Success
2011
- Launch of Eagles Lead Generation Activities
- Launch of New Advisors’ Orientation Program
- Launch of Win Advisors Facebook Fan Page
- Start of Annual Family First! Movie Event
2012
- Launch of structured 8-Week MAP Training for all new Consultants
- Launch of Varsity Entrepreneur Internship (VEIN) Programme
2013
- Conversion of 20-point System from Manual to Online
- Launch of Win Advisors YouTube Channel
- Usage of shared storage to facilitate file sharing amongst Team Members
2014
- Adoption of shared calendar as platform for FSCs’ activities coaching
- Launch of Win Advisors Twitter and Instagram social media accounts
2015
- Launch of Win Advisors LinkedIn social media page
- Introduction of Corporate Solutions Into Eagles
- Establishment of the first Win Advisors Bursary under the NUS Business School
2016
- Official Medal Sponsor of Bizad Charity Run 2016
- Established Win Advisors Scholarship in NUS Business School
- Start of Mega Growth Agency Collaboration amongst Leaders
2017
- Start of Win Advisors Roadshow Series
- Implementation of CRM System
- Introduction of Case Competition under VEIN Programme
- Start of Producers League Program for Aspiring Convention Qualifiers
2018
- Start of Dream Projects
- Started In-house Roadshow Champion Course
2019
- Establishment of the second Win Advisors Bursary under NUS Faculty of Arts and Social Sciences
- Launch WE by Win Advisors, Identity Office of Win Advisors
- Win Advisors renamed as Win Financial Group
OUR MAIN OFFICE
AIA Alexandra, 371 Alexandra Road
#12-36/37
Singapore 159963
Tel : +65 63738787
Email: sp-win.admin@aia.com.sg
OUR TAMPINES OFFICE
1 Tampines North Drive 1, T-Space
#08-37
Singapore 528559
Tel: +65 68038688
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Information is correct as at 15 01 2021. (CC-MH-014-2021)