Redefining Possibilities
Meet “The Engineers” — those who dared to go beyond the ordinary and built something greater in financial advisory. Discover how they engineered success and how you can too.
A Resilient
Lifelong Industry
Despite the pandemic situation, the financial planning industry saw great performance while many other industries are affected.
Growth is imminent.
Life insurance industry remains resilient to sustain growth in 2021 with a 23% increase in weighted new business premiums.
Pathway to Success
Success happens when preparation meets opportunity.
A Lifetime Experience
Worth Remembering
A fun, empowering and inspiring journey.
Hear from our Associates
Real Stories, Real Journeys.
Kouki
Rep No:SXX300723686
NUS Graduate
Despite graduating with a degree in Political Science, Kouki switched his career path after a casual introduction to the financial advisory industry. Intrigued by its dynamic nature and driven by a desire to make a tangible impact on people’s lives, he found harmony in this profession where hard work meets heart work—creating meaningful change every day.
Yong Zheng
Rep No: TYZ300370130
Ex-Sales Engineer
Leaving engineering for financial advisory was a pivotal decision for Yong Zheng. Today, he has found a career that brings both balance and purpose — one that enables him to help clients protect what matters most, while enjoying the flexibility to be a present and involved father to his three children. It is a profession that rewards dedication, integrity, and heart.
Jia Yi
Rep No:PJY300081092
NUS Graduate
As a fresh graduate and passionate dancer, Jia Yi has always valued discipline, commitment and constant self-improvement. Becoming a financial consultant allows her to channel the same dedication she brings to dance into serving her clients. This career also gives Jia Yi the flexibility to pursue her passion while growing professionally and helping others to plan their financial futures.
Christine
Rep No:TSC200096364
Ex-Mortgage Banker & Relationship Manager
After eight years in the banking sector, the Lehman Brothers crisis marked a defining turning point in Christine’s career. Witnessing its direct impact on her family and friends inspired her to step into financial advisory, where she made risk management her core focus. Today, she is driven by a personal mission to help others build lasting financial security.
Yorick
Rep No:YKY300594769
NTU Graduate
Upon graduating from university, Yorick chose to take a leap of faith into an unconventional career path as a financial consultant, where he discovered that his engineering foundation—grounded in analytical thinking and critical reasoning—translated seamlessly into his client advisory work. This career has enabled Yorick to move beyond a purely technical role and continually challenge himself in a dynamic and fulfilling profession.
Phoebe
Rep No:FTY300822982
Ex-KYC Officer
While working as a KYC officer, Phoebe was always drawn to the idea of sales but had yet to see its true impact. Through conversations with acquaintances in the financial advisory industry, it opened her eyes to the importance of insurance as a foundation of financial security. This insight ultimately spurred her career transition into a role that is both deeply fulfilling and aligned with her passion.
Jonathan
Rep No:CKZ300680685
SIT Graduate
Inspired by his father who is in the same industry, Jonathan started his journey as a financial consultant during his university years. Watching his father lead with integrity and possess an unwavering dedication in servicing his clients motivated Jonathan to follow in his footsteps—focusing on discipline, meaningful relationships, and continuous professional growth. It’s a rewarding career that allows one to create long-term value.
Ming Jie
Rep No:TMJ300389183
Ex-Marine Engineer
Despite having no prior finance experience, Ming Jie's transition from a marine engineer to a financial consultant unlocked new and greater opportunities for him. This career brought him personal and professional growth, as well as the ability to make a lasting difference to his clients' lives.
Sean
Rep No:AJP300126130
NUS Graduate
A people person by nature, becoming a financial consultant was a natural fit for Sean. Joining the industry right after National Service gave him an early head start. By the time he entered university, he was already certain of this career path — one that created a deep and meaningful impact on others.
Adelin
Rep No:LXA300403855
Ex-Account Manager
After building her career as an Account Manager, Adelin chose to reinvent herself in the financial services industry. Leveraging on her strong foundation in client management and business development, she is able to combine these skillsets with strategic financial planning to provide tailored solutions to her clients.
Zichun
Rep No:CZ-300692767
NUS Graduate
As a Business Finance student, Zichun realised that what she learning seemed to benefit businesses more than herself, which did not align with what she hoped to gain from the course. Exploring a career as a financial consultant changed that. Today, she is able to apply and practice financial principles to her own life while helping others do the same.
David
Rep No:PSW200097100
Ex-Marketing Manager
David left his typical 9-to-5 corporate job in search of a career that challenged him and made a real impact in people's lives. His move into financial advisory opened doors to greater autonomy and gave him the exact purpose that he was seeking, where he now helps clients make confident financial decisions.
Pin Quan
Rep No:OPQ300667717
NUS Graduate
In floorball, every move is made with precision—whether defending or scoring. For Pin Quan, he was able to channel the same philosophy into his career as a financial consultant. It served as a path for him towards purpose and growth, not just for his clients but also for himself.
Kar Yin
Rep No:LKY300214471
Ex-Customer Service Officer
Coming from a customer service background, Kar Yin never imagined a career as a financial consultant was possible. With skills gained from her past experiences like strong communication, problem-solving and empathy, these became Kar Yin's strengths in helping clients plan their financial future and achieve their goals.
Melvin
Rep No:MC-300664991
NUS Graduate
Melvin embarked on an apprenticeship program with ACDC Group during his university studies. From then, he has found a supportive environment that encourages continuous learning through knowledge sharing. Under the guidance of great mentors like Daniel, who demonstrates great conviction and dedication in his work, has made his journey both inspiring and rewarding.
Ying Wen
Rep No:TYW300051183
Ex-Funds Operations Executive
Ying Wen comes from the asset management industry before becoming a financial consultant. Her background in funds operations sharpened her analytical skills and attention to detail—both of which allow her to craft personalised strategies that truly serve clients' needs. What drives her in this career is the ability to directly impact lives, turning data into decisions that help people achieve their goals.
Helping You to
Take Your First Step
We are in this together, and you will not be alone.
Start-up Bonus
Kickstart your career with a rewarding incentive upon completion of licensing and training.
Qualifications
All your Capital Markets and Financial Advisory Services (CMFAS) examination fees will be fully funded* to help you get started on your practice.
*T&Cs apply
Great Entreprenuer Scheme (GES)
Kick-start your practice with a competitive financial allowance scheme.
Dedicated Mentors
Learn from the best! Our experienced mentors will guide you in mastering skills and delivering value.
Dare to Dream Bigger?
Let’s Connect!
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