Financial Services Manager
"If you fail to plan, you plan to fail."
Million Dollar Round Table - 2021, 2022
Million Dollar Club - 2021, 2022
Jubilee Club - 2021, 2022
AXA Signature (Individual) - 2021, 2022, 2023
Shirley is a mid-career changer from the corporate world where she was leading a team in a distribution business. Failing to fulfill her mom's duties due to frequent travelling and work commitments, she decided to take a leap of faith and join the financial industry.
She now finds great joy and job satisfaction to assist family, friends and clients to better understand and improve their financial portfolios. Instead of leading to growing business in the past, she now helps her clients to protect and grow their wealth. She specialises in 3 key areas - Optimise Coverage, Minimise Costs and Maximise Returns.
She is a compassionate and thoughtful individual who always does her best in everything. She always passes on her knowledge to educate and enrich the lives of others whenever possible. On a personal note, Shirley is married with 3 growing-up kids whom she takes great pride in. With this career's flexibility, she's now able to spend more time with her family, her parents, with people that matter the most.
Fiona Lee & Family
Customer Care Specialist, Sysmex Asia Pacific
As my financial advisor, Shirley has been a very professional consultant to advise and plan the financial needs of my family. I'm especially grateful when she went beyond the limit to assist and help us get our son covered with the most important hospital plan due to some special conditions he had.
Furthermore, Shirley has always been there whenever we have queries or when it comes to the claiming process. She's definitely a trusted advisor & I will not hesitate to recommend her to my friends!
Sean Tan & Family
Head of Solutions Development, Compass Group
We are grateful to be serve by Shirley who has shown great professionalism and knowledge in helping us to protect and grow our wealth. Although being an ex-financial role myself, I felt her knowledge and advise refreshing and insightful for us to make sound decision for our choice. She was very patient in her service, always being there to listen to our queries and clarifying it in clear manner.
She has also went extra mile in her service attitude to render us with some financial matters that we felt greatly appreciate of. Her meticulous to details and unbiased view certainly make us have a clear view on our financial need and prompt us to trust her with our planning for the future. I will certainly recommend Shirley for her service to anyone who I know and definitely someone who are in need for future financial planning.
Keep up the good work Shirley!
Amanda Yip
Regional Human Resources Generalist, South Asia, DNV
Shirley is a great person with great character. She is very trustworthy, prompt, knowledgeable, friendly and provide excellence service. She analysed my current insurance policies and work out some excellent customisation. She went above and beyond to make sure I was making the right choice, and explaining my options thoroughly. She is always available when I need her and makes sure I am taken care of. Thank you for being an amazing insurance agent! I highly recommend to anyone!
Linda Leong & Family
Even though Shirley started as a FA just recently but she gave me the confidence in letting her does the planning for my family. She is hardworking and creative and most importantly she is good in the details. She is a good listener and someone with high empathy which makes her able to communicate at our level. 100 percent trust her in handling my family portfolio.
Danny Chan & Family
Division Director, Huttons Real Estate Group
Shirley's has been of very good help in mine & my family's protection planning. Sounded and realistic advise are proposed and fits our monthly budget to better protect ourselves. She's the go-to advisor if anyone's going to need one.
