Financial Services Manager
Million Dollar Round Table - 2000, 2001, 2007
Million Dollar Club - 1998
Star Club - 2010, 2011, 2012
Platinum Club - 2015
Gold Club - 2014, 2017
Wealth Accumulator (Silver) - 2007
Alex has joined AXA as his first Insurance company in 1997. Since then, he has helped to protect more than 1,000 families. During this exciting journey, he has grew many meaningful relationships and networking with clients who started as strangers and later became his strongest supporters.
Alex specialises in both protection and wealth accumulation platform, including business succession, legacy planning and corporate employee benefits.
Presently, Alex is also grooming young aspirants who wish to excel in the financial planning business by transferring his valuable experience and expertise from the last 24 years. If you feel that you have a keen interest and qualities to becoming a financial service professional, drop Alex a call or text. He will be more than happy to hear you out over a cup of coffee.
Kuan Hung
Engineer, Micron
Hi Alex大哥時光飛逝,從台灣隻身來到新加坡讀書再到現在開始工作,算算也將近六年了!一個人在國外,總是需要為自己保險打算一下,但人生地不熟,又是生平第一次為自己買保險,好險遇見了Alex大哥,第一次碰面,就對他的耐心與認真的態度印象深刻,總是不厭其煩地為我解釋保單的選擇跟內容。更棒的是,Alex大哥不僅僅是agent的角色,他就真的是位親切的大哥幫助我融入本地的生活,更替我做生涯規劃以及在生活上碰到問題時扮演我的心靈導師,真心感謝Alex大哥為我做的一切,這麼好的agent真的值得推薦給更多的朋友認識。
Ken Tan
Business Owner
Hi Alex I have known you for more than 20 years. I can see that you are doing extremely well in your career and getting better. You are one of the top producer when I met you. I think there are a few reasons for your success:
1. You are passionate in what you are doing and did it well
2. You put in a lot of time and hardwork
3. You develop a close relationship with your clients
You take interest to know your clients well and constantly taking downs notes about your clients You do also send them birthday cards and greeting cards to stay in connection with them. You truly care about your clients and it is all about relationship.
You have definitely chosen the correct career and have lived your life to the fullest. I wish you all the best in your future endeavours. Thank you for helping me to build up my financial portfolio.
Wai Kin
Chief Financial Officer, Le Merdie Sentosa
I have known Alex for more than a decade through community work in Canberra Constituency. I was then the Chairman of CSC and he was the Chairman of Zone 6 RC. Later on then I got to know he is with AXA for more than 20 years! That was considered a long time in a career. I have since started my financial portfolio with him. I have regarded him as my personal adviser as he also advise me on my personal issues including career advancement and relationship. Thank you for being a trustworthy adviser and friend.
Lucy Tey
Admin
I have known Alex for more than 20 years. He has helped me planned for my Investment. Initially was losing money, but after we did a review and rebalancing, we started to see profit.
Rashid
Cisco Officer
I have just met Alex after my adviser left many years ago. Nobody came down to see me until Alex took over. He is really "on the ball". He prepared all the reports for all my 3 policies with AXA and patiently explained each and every one to me. Even though he do not earn any commission from me. Thank you Alex. I will not hesitate to introduce my friends to him.
Ricmond Kong
Political Science Undergrad, SIM
Alex has an in-depth knowledge of insurance & investment which differentiates him from other financial advisers. Alex has helped me understand the different terminologies and my plan better. He took the time to explain the fine print & details which allows me to understand more about my plan. Alex is patient, diligent and took the extra step to engage me. Thank you for your time and you are very dedicated.
Jie Ying
Principal Engineer
We have been served with great comfort level. Alex is not pushy as other financial planners we have come across. He is able to meet our investment needs and provides detailed explanations with excellent recommendation. Alex has gone an extra mile at times of uncertainties. And not to mention the appreciation gesture of entry to Kiztopia. Sure I will recommend friends to him. We are satisfied with Alex’s service so far.
Halim
Counselor
I have known Alex as a knowledgeable adviser that has vast number of years of experience in this field. He has provided me with a clarity of the fund’s performance & helping me to make good decisions with simple analysis. He is friendly & genuine. I will certainly recommend my friends & family members to him.
Hans
Entrepreneur
Alex has helped us understand how the investment works clearly. He is able to repeat what you have forgotten with patience. Yes, I will definitely recommend his services to my friends. Looking forward to to our next appointment.
Yazid
Engineer
I like Alex being responsive to concerns raised & always available. He is friendly & kind, easy to get get along. He has a well of information & is helpful in all matters. He is thoughtful & great with kids. I would certainly recommend him to my family & friends. It would certainly give me a piece of mind that their financial planning is taking care by Alex.