TOGETHER WE MAKE A DIFFERENCE.
Financial Services Consultants
“When you understand that life is a test, you realise that nothing is insignificant in your life.”
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
“Talent without working hard is nothing.”
- Cristiano Ronaldo
I was first introduced to Win Financial Group after National Service and attended their traineeship program. The group’s mentorship and culture inspired me to take a leap of faith into the career even though I am still pursuing a degree in Banking and Finance in UOL. I am a believer of insurance from my early years as my family and I were carjacked while travelling in Perth. We lost many of our belongings but thankfully, we purchased travel insurance and were able to minimise our loss. I have a passion to help others and I find great pride in providing quality advice to my friends and clients. During my free time, I enjoy playing football, watching movies and catching up with my friends.
Read More About What Others Have To Say About Clemence
“As I was curious about savings plans, I consulted Clemence who was my Polytechnic friend and he patiently explained to me over a Zoom appointment. He tailored the policy according to my needs and affordability. He also did a good follow through after the sale. The entire process was seamless!”
-Nicole Loh, NUS Student
“Clemence encouraged me to start saving early and provided me with the necessary advice. He also shared the importance of protection so as to prepare me of what lies ahead. He used practical examples so I could understand the product features better.”
-Lee Yong Hui, NSF
“Clemence was patient and provided me with options specific to my life stage. He is prompt in his reply whenever I have any queries. I am thankful that he got me started on my financial planning at a young age.”
-Farrah Chen, NTU Student
“Hard work beats talent when talent does not work hard.”
When I was working in DBS, I got a call from Win Financial to explore a career in the Financial Services Industry. With a keen interest in finance, I took a leap of faith to join their internship and felt a deep connection to the industry. In my journey as an FSC, I once helped a client update his insurance portfolio and filled up the gaps which ultimately helped him claim over $100,000 when he was subsequently diagnosed with prostate cancer. This was a major milestone in my career where it reminded me of the meaningful difference I am making to others. During my free time, I play basketball not only for fitness, but to bond with my friends.
Read More About What Others Have To Say About Duke
“Duke is a professional advisor. I put 100% trust in him as he will share his honest opinion on what suits his clients best. He took time and effort to fully understand my needs before giving any recommendations, which I really appreciate. I would certainly refer him to anyone who requires sound financial advice!”
-June Oh, Marketing Associate
“Despite knowing Duke for less than a year (then), I approached him for financial planning advice right after graduation. During our first meetup, he took the effort to understand my priorities and goals. At that point, I was assured I approached the right person. Duke wants the best for his clients and ensures they are covered in the essential aspects.”
-Jasmine Seng, Tax Associate
“Duke is a very dependable advisor. He ensures that his clients' needs are well taken care of during any sharing or review sessions. He provides sound insights, while being extremely patient and open to questions. I am happy to recommend him to anyone who requires an opinion on financial planning.”
-Yi Ling, Talent Development Associate
OUR MAIN OFFICE
AIA Alexandra, 371 Alexandra Road
Tel : +65 63738787
OUR TAMPINES OFFICE
1 Tampines North Drive 1, T-Space
Tel: +65 68038688
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Information is correct as at 15 01 2021. (CC-MH-014-2021)