Graham seeks to grow young Advisers to provide trusted advice and see their clients through all the phases of life.

Belief

Desiring to make a difference in people’s lives, both Daniel and Graham chose this industry to take care of their client’s financial interests.

Holding up integrity and trustworthiness as key values, they seek to win clients and Advisers through building trust.

Priorities and Positioning

Taking a long term view, Daniel and Graham seek to grow young Advisers to provide trusted advice and see their clients through all the phases of life. Leading a group of experienced Advisers, they pass on their collective experience and wisdom to the younger Advisers.

Value Add

Daniel (Bachelor of Business Management, majoring in Finance) and Graham (Bachelor of Communication) with Diploma in Life Insurance hold key positions in the company and are able to support their Advisers well since their time is dedicated totally to tasks of growing the company..

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