Michelle’s motto is: “Do to your clients what you would do for yourself.” Michelle subscribes to a value system which embraces genuine care for clients and always placing their needs and interests first. To this end, Michelle values individuals with integrity committed to providing her clients with professional financial advice which will truly meet their needs and solve their problems.

Belief

Michelle’s motto is: “Do to your clients what you would do for yourself.”

Michelle subscribes to a value system which embraces genuine care for clients and always placing their needs and interests first.

To this end, Michelle values individuals with integrity committed to providing her clients with professional financial advice which will truly meet their needs and solve their problems.

Priorities & Positioning

Michelle and her advisers focus on

  1. Providing consultation and advice to affluent families on protection and preservation of their family estate.
  2. Wealth management solutions for families
  3. Wills and legacy planning through partnerships with will planners and lawyers

Value Add

Michelle has developed a systematic 15-week induction training on techniques for engaging clients, planning concepts and tools and presentation techniques. Qualified advisers will be given one-to-one training sessions by in-house or guest trainers with proven track record of producing top advisers.

Seminars and tele-marketers are provided to generate opportunities to meet prospective clients.

Michelle, with a Bachelor of Accountancy and CFP and more than 7 years of expertise, would be able to groom Advisers to serve High Net Worth Individuals and families and to reach out to the corporate market through corporate seminars.

For more information on the above products and any other financial planning services, please feel free to leave us your contact details and we will get back to you.

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