If you told me 3 years ago that I'd one day be a financial advisor impacting meaningful change in people's lives, I'd laugh and say "that's not possible".
I never saw myself in this industry having had some bad personal experience with financial advisors but this all changed when I was introduced to Planners Inc. I learnt about the values and culture this agency has, in that proper financial planning and our clients' interests are of more importance than making sales and 'hitting KPIs'. I was glad I chanced upon an agency where our values aligned.
2 years ago, I decided to take a leap of faith. I joined Planners Inc and I have never looked back since.
Apart from being able to build meaningful relationships with people from all walks of life, my favourite part of this job is taking care of their fears and worries, and helping them get to where they want to be in life.
I am working toward becoming an agency leader and I'm currently building my team with people whose vision and values align with mine. The end goal is to transform their lives the way mine was in Planners Inc and guide them so that they can go out there and do the same for others.
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