Agency Development Manager
"Being a good financial planner is not just about providing sound financial planning – it’s also about being human."
Million Dollar Round Table - 2021, 2022
Million Dollar Club - 2021
Star Club - 2015, 2018, 2019, 2022, 2023
AXA Signature (Individual) - 2017, 2018, 2020, 2021
Gene joined this industry when he was 24. The initial motivation for a career switch was to potentially earn his first pot of gold – which is a common mindset most advisors have, when joining the industry. However, after successfully submitting his first claim for a client who was diagnosed with early lung cancer, his paradigm and mindset shifted. He was able to find a purpose for his work besides merely making a living as a financial consultant.
Gene then started providing corporate lunch-time seminars on topics like CPF Life, Retirement and Estate planning.
Also, as a way to give back to society, he has joined the volunteering group such as Junior Achievement – which provides basic financial education for children in Primary Schools.
With the years of expertise and experience under his belt, he has since taken up a leadership role as an Agency Development Manager in 2020, where he will challenge himself to train and nurture the next generation of commited and responsible advisors.
"The money you make is a symbol of the value you create"
– a quote which Gene proudly stands by, each day.
Victor Ong
Business Owner
Engaging Gene has always been a comfortable experience. He is always clear with the agenda and ensures that he is prepared for the discussion. He makes it a point to patiently understand my requirements or queries clearly before offering his advice – which is usually a sound and substantiated one. If more fact-finding is required, he always reverts with all the necessary information that’s clearly presented - making it reassuring for my decision-making. It is also in Gene’s DNA to serve customers with their interests at heart. This is apparent in his relentless pursuit to devise the best possible plan that will be well suited to maximize my long-term benefit.
I must credit Gene for instilling in me the confidence that my investments are in good hands and well taken care of by a professional team and a very dedicated advisor. Kudos to you Gene!
Victor Ong
Business Owner
Engaging Gene has always been a comfortable experience. He is always clear with the agenda and ensures that he is prepared for the discussion. He makes it a point to patiently understand my requirements or queries clearly before offering his advice – which is usually a sound and substantiated one. If more fact-finding is required, he always reverts with all the necessary information that’s clearly presented - making it reassuring for my decision-making. It is also in Gene’s DNA to serve customers with their interests at heart. This is apparent in his relentless pursuit to devise the best possible plan that will be well suited to maximize my long-term benefit.
I must credit Gene for instilling in me the confidence that my investments are in good hands and well taken care of by a professional team and a very dedicated advisor. Kudos to you Gene!
Robin Paik
Educator, Ministry of Education
I got to know Gene through an insurance awareness workshop which he conducted for our staff. Gene is a very professional and knowledgeable financial planner. He is able to provide sound advice to my financial queries. His meticulous nature also ensured a detailed planning of portfolio and insurance coverages. Gene is also a very patient consultant and I would surely recommend him to be your financial planner. Well done and thank you. It has really been my pleasure knowing you.
Elene Tan
HR Director, Avon Group
Gene possesses strong base of professional expertise in financial planning and able to share that knowledge to clients’ unique sets of circumstances. He is a caring and patient person who always try to understand your situation, never made you feel like you are asking too much. He respects your dreams and recommend the right solution that fits your needs in achieving your life goals.
I am beyond blessed to have a friend like Gene who is always showing his concern and constantly review of my policies regularly. What I believe to be one of the most invaluable things in him is the commitment to take care of all his clients which definitely will gain your trust.
Cindy Sim
Personal Assistant, Schneider Electric
Gene has been assigned to me in 2015 after my agent left AXA. Gene is extremely dedicated to his work. He was able to answer all my questions and provide options to fit my needs and budget. He is well versed in his company products and able to explain to me in details. Gene is very approachable and he goes the extra mile to help me in other matters too. Gene has shown great passion towards his role with constant learning and upgrading. Keep up the good work!
