Let’s Work Together
Whether you’re looking to secure your future, protect your team, or explore a meaningful career in financial advising — I’d love to help.
Here are the ways we can work together.
1. Financial Consultation Services
Let’s create a plan that fits your goals and lifestyle.
I offer one-on-one sessions designed to help you take control of your finances with clarity and confidence.
- Personalized financial planning for individuals and families
- Life insurance and HMO recommendations tailored to your needs
- Retirement planning, education planning, and estate protection strategies
- Get expert advice on how to secure your future, step by step
2. Group or Corporate Services
Support your team’s health and financial well-being.
I help organizations design smarter benefit packages and deliver meaningful financial education for employees.
- Group insurance and health benefits advisory — including life insurance, accident, critical illness and HMO/healthcare plans
- Retirement plan setup for employees — to help your team prepare a secure future
- Keyman insurance solutions — financial protection for businesses in case of the loss of key personnel
- Financial wellness talks and workshops for employees
- Customized financial solutions for HR teams and company leaders
- Available for SMEs, NGOs and large enterprises
3. Speaking, Workshops & Guesting
Looking for a speaker who simplifies finance and empowers action?
I offer talks, webinars, and training sessions on finances, health advocacy, and practical money strategies.
Sample Topics:
- Building Financial Security in Uncertain Times
- Life Insurance 101: How to Protect What Matters Most
- Healthcare Planning Made Simple
- How to Build a Financially Resilient Team
- Money Mindset and Financial Wellness for Busy Professionals
4. Join My Team
Ready to start a meaningful career in financial advising?
I’m expanding my team of purpose-driven individuals who want to grow, lead, and make a lasting impact.
- Be part of a high-performing and supportive team
- Receive mentorship, training, and performance-based awards
- Create your own flexible and fulfilling career path
- Open to career shifters, fresh grads and licensed professionals