2011
Joining the big Family
August 2011: Graduated from NTU Business School Got licensed as a consultant representing Financial Alliance Pte Ltd – I made this choice after speaking to 9 different Insurer/FA firms/Banks.
2012
October 2012 Financial Alliance 10th Anniversary
Was roped in to be a co-emcee for the evening and was rewarded with 2 ipads from the lucky draw.
Dec 2012: Team Retreat @ batam
Our first overseas team retreat – planning for a better year ahead
2013
Jan 2013: Financial Alliance Awards Night
With the team and the first milestong 1.5 years in… Financial Alliance Quality Class- Merit.
March 2013: Financial Alliance Overseas Business Convention
2013: Client Appreciation events
Dec 2013: Team Retreat @ Batam, Turi Beach Resort
2014
2014: Promotion to Financial Advisory Manager – a different journey ahead
Chinese New Year Gathering & Appreciation Events 
Feb 2014: Financial Alliance Awards Nite
Huge surprise to receive the Top new AUA Award (2nd runner up). A happy and proud moment but also keeping in mind that “ today’s performance is based on my yesterday’s ambition. My future performance will be based on my today’s ambition”.
一年又一年的奮鬥，只為了成為讓大家更加放心的顧問。
March 2014: Financial Alliance Overseas Business Convention
Overseas Business Convention. Time of the year to let loose and enjoy the fruits of our labour
Nov 2014: La Confiance Team Retreat @ Penang Malaysia
Feb 2015: Financial Alliance Awards Night
It was a good night for La Confiance.
– Top ANBI (Overall business) consultant -1st
– Top GI (General Insurance) consultant, 3rd
– 3 Top AUA (Investment) consultant. 1st, 3rd, 5th
– 4 FAQC Prestige
– 1 FAQC Merit
Personal achievements: FAQC Eminence + Top AUA Consultant (3rd)
March 2015: Financial Alliance Overseas Business Convention
2015: Client Appreciation Events
2016
Financial Alliance Awards Nite
Financial Alliance Overseas Business Convention
AVIVA Business Convention to Austria
2017
- Promotion to Associate Wealth Advisory Director
- Financial Alliance Quality Class Award- Eminence
Was not able to attend the awards nite and Overseas Business Convention as I was away on maternity. A life-changing 2 years (2016/2017), as I got married and started my family. Grateful for the flexibility of my work and for my clients & colleagues who are ever supportive
2018: Financial Alliance Awards Nite
2019: Financial Alliance Awards Nite
Celebrating another good year
2019: Financial Alliance Overseas Convention (South Korea)
was really happy to go South Korea because I haven’t really got to travel (on my own) since I had my daughter in 2017! It was a great trip connecting with the various business partners.
also went down to gyeonggi for paragliding! it was a long train journey to take but I enjoyed the time alone and I still believe (very passionately) that sometimes, you just gotta do what you want to do. Got lost on the way but two very helpful Unnie brought me around town.
2020: Maternity Leave, Pinnacle Wealth Advisory & Covid 19 Pandemic
2020 was a year of change! I joined a team of high performers at a new team, welcomed my second child, and right as my maternity break ended, lived through a circuit breaker due to Covid-19.
Fortunately, I was able to work comfortably and effectively because of the support from the team and the company. Financial Alliance responded really quickly and they built on the already robust systems that we had and made WFH and business an ease. Insurers also started adopting e-signing and submission processes while clients got used to meeting over zoom rather than face to face. It was a period of change for the industry.
During this period, I also realised just how fortunate I am to be living in Singapore, to be doing the work that I am doing, to have great clients who trust me, and to have friends and family who always have my back. I am also really blessed and I continued to receive referrals that kept my business thriving.
2021: Financial Alliance Quality Class- Eminence & New Highs
2021 was a year of productivity.
Thanks to Financial Alliance’s e-submission platform and as insurers start to go digital, work productivity improved, allowing me to achieve better results while having more time for my family.
2022: Financial Alliance Quality Class- Eminence
A year of heart work
I dealt with many more claim than the years before. It was a reminder that the work we do, matters. Pinnacle Wealth was also the top productive team in the year of 2022 🙂
I also attended a couple of incentive trips. It’s nice to travel again, post covid.
CFP, representing Financial Alliance 
