Financial Planner
‘’Every great walk begins with progressive small steps’’
After working for several years in the manufacturing sector, Alexis decided on a courageous switch from Project management role to join the Financial Industry. Embarking on this journey in the Financial industry has enabled Alexis to have a sense of fulfilment through meeting new people and establishing long term meaningful relationships through patient and active listening.
Alexis started off with challenging activities like door knocking, roadshows and cold-calling. Her role as a Financial Planner has strengthened her character and shaped her into a person with grit and determination. She constantly keep herself updated with the latest market trends so as to provide the most appropriate solutions to those she meets, especially her clients and network for better protection against financial risk and to help grow their assets. Her long term objective is to help her clients meet their financial goals both for themselves and their loved ones.
Alexis has a growth mindset and humbly believes in constantly developing into a better version of herself in order to serve the needs of her clients. She always look ahead to think of ways to add value to her services so as to satisfy the needs of her clients and improve their financial standing.
Rakhee Devi
Relationship Manager, HSBC Bank
I wrote this testimonial with utmost gratefulness to Alexis who have shown great care to guide me with my financial planning. She has been very patient and understanding towards my busy schedule. She also built a relationship with me beyond insurance needs that makes it very comfortable for me. Alexis has clear direction and is very dedicated. I know that she takes great care of her clients. Thank You Alexis.
Rakhee Devi
Relationship Manager, HSBC Bank
I wrote this testimonial with utmost gratefulness to Alexis who have shown great care to guide me with my financial planning. She has been very patient and understanding towards my busy schedule. She also built a relationship with me beyond insurance needs that makes it very comfortable for me. Alexis has clear direction and is very dedicated. I know that she takes great care of her clients. Thank You Alexis.
Chan Yi Min
Sous-Chef, The Regent Singapore
I've met Alexis through a phone call. She is a responsible and always does follow up often. Her Product Knowledge is extensive and I liked that she never pressure me into taking any polices that I am not ready to commit with. Alexis felt more like a friend to me than a Financial Consultant. Our meet ups are often comfortable and we can share our life stories. I wish her luck and success always.
Cynthia Ho
Sales Manager, Dpatterns Pte Ltd
When I first met up with Alexis, she is patient in explaining different type of policies and options that suits my needs. She has a good listening ears and understands my situation clearly before presenting me with the most solution. She is also humble and sincere as a role of Financial Planner. It is good having her to handle my Financial Planning.
Sylvia Zhang
Assistant Manager, UEMS Solutions Pte Ltd
Alexis is a patient, kindly and friendly person. She makes good effort to understand my needs and explain various options for my Financial Planning with good advice. I'm glad to know her.
Farah Wahidah
Senior Accounts Executive, Rice Media
Alexis has been really kind and helpful, she is a active listener and explained various option and providing good solutions to suit my financial planning needs. I am very comfortable with her throughout our conversations.
