“Only when you feel small, can you then start to learn.”
I came across Win Financial through a seminar they conducted in my University. It was through the session I was introduced to financial planning. In my growing up years, my father imparted to me the importance of saving for a rainy day. I decided to join the group’s summer internship to explore the financial services industry. It was an eye opener as I discovered financial planning encompasses risk protection, wealth accumulation and even legacy planning. This realization sparked my interest to become a licensed advisor even before I graduate. I am inspired by my leader Adriann who conducts his business with sincerity which aligns with my personal value of selflessness and integrity. I am not into sports, but I do enjoy running in the morning as it inspires me to start everyday right!
“I met Isa through social media. At first, I was unsure what financial planning was all about. He was patient and clear in explaining the benefits of financial planning and starting early. I took up my first policy with him and I felt glad knowing I have taken the first step! Isa is a patient and friendly person and I have gladly recommended him to my colleagues.”
-Amira Diyana, Cabin Crew
“Isa approached me through a survey and I indicated I was keen in savings. Isa guided me on the various options available to set aside my money yet using part of it to fund my tertiary studies. He was patient and concise on explaining the benefits. I particularly like his concepts on how I can grow my money through compounding.”
-Muhammad Syawal, NSF