Get the Linkedin stats of (Cammie) TAN Yi Zhen 陈怡珍, M.Arch, eCWMA, AEPP and many LinkedIn Influencers by Taplio.
The Key to Combating Financial Stress & Achieving Financial Resilience is... Clarity. Clarity is Peace. Before I stepped into the financial advisory industry, I had no idea what financial planning was. Uncertainty breeds insecurity. And because of my uninsurable pre-existing condition, I was even more apprehensive of my financial future. I was not at peace. Personal financial planning, to me, is a journey of making wise financial decisions to achieve our desired life goals. Every bit of resource needs to be accounted for. When left unclear, it can potentially lead to regrets, emotional burden and financial stress. When it comes to your personal finances, are you lacking clarity in: ➡️ how much of insurance coverage do I need? ➡️ how much do I need to save up for retirement? ➡️ how can I make my money work harder? ➡️ my investment portfolio doesn't seem to be making profits, what can I do? ➡️ how do I ensure my loved ones can be taken care of, when I am no longer around? 💁♀️ Who am I? I was trained as an Architect, & licensed as QP in 2016. In 2009, I was diagnosed with brain stem tumour and I had to go through 4 brain ops, 6 months of hospitalisation, and was away from employment for 13 months. My future was bleak then. If there's anything I learned from my experience, it is that nothing in life is for certain. When contingencies in finances are not planned for, everyone in the family can suffer. Emotional burden is already stressful, not to mention things can get even worse with financial burden. To learn how to better navigate life's uncertainties better, I decided to move into financial advisory. In 2019, I got my FA license, as well as the Estate Planning Certification in 2021. Over these years as a FA Rep, I am even more certain that many people can be much better off when working with the financial advisor who's the right-fit for them. It is my mission to empower and guide my clients to making sound and good financial decisions. With multiple partners on our platform, I can tailor solutions accordingly to my client's budget and achieve maximum cost-value efficiency. It's a win-win for us both! -- ✅ If my story resonates, let's connect! Even if it doesn't, let's still connect! :) The Resilience Planner - Cammie Tan -- Disclaimer: The views and opinions expressed on this site are those of the author and do not reflect the official position of any other agency, organisation, employer or company.
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