“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.
“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