Financial Planning is more than just a job

it is a calling.

Cassandra Zhao

Cassandra GEsolo9Feb615

Cassandra Zhao

Executive Senior Financial Consultant, Financial Services

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Backstory

As a young graduate looking to make a positive impact in the world, Cassandra passed on an attractive offer from a prestigious US bank to instead pursue a career with Great Eastern as a financial consultant in 2008. To date, her hallmarks of success are growth, excellence and a deep sense of pride in the service that she provides in her advisory practice. She has since been certified by The Institute of Banking and Finance and awarded the Certified Financial Planner designation.  Her solid work ethics and dedication to her craft has seen her qualify for the Million Dollar Round Table multiple times, earning her a spot amongst the top financial practitioners in the world. She currently advises an ever-growing clientele of professionals, business-owners and High Net Worth individuals.

Cassandra stands firmly by the belief that the most important component to successful and effective wealth management, is access to a trusted financial advisor whom one can relate to and work closely with. This allows one to spend precious time on the areas that truly matter, and yet achieve important financial goals at an accelerated rate. Through an in-depth 2-way consultative process and the application of  an effective wealth planning methodology that she has honed over the years, Cassandra is able to deliver comprehensive and calibrated financial advice that is tailored to the individual needs and circumstances of every one of her valued clients.

What drives her
Cassandra’s personal mission to help families and individuals to do more for their loved ones and themselves has always been close to her heart. By dedicating her best efforts to every one of her clients and though the inspired use of carefully devised strategies to mitigate risk and enhance returns, she has witnessed them successfully achieving their goals and financial freedom 10-15 years earlier than their peers.

Above and beyond the accolades that she receives, Cassandra firmly believes that the true measure of her success can only be determined with reference to the number of lives that she has successfully improved. Indeed, it is telling that the majority of the people she engages with are word-of-mouth referrals, recommended by her valued clients who have had fulfilling and beneficial experiences from working with her.

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Achievements

3-year MDRT member and IDA member

Million Dollar Round Table A prestige award for the top financial practitioners in the world. A Career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct.

International Dragon Award promotes the pursuit of a high-quality life, professionalism, upholding of moral integrity, establishment of professional practices to preserve dignity in the career and industry, and creating the best environment for the practice of the life insurance business.

Professional Qualifications

CFP® (Certified Financial Planner)
IBF Advanced (Level 2)
MFA (Master Fund Advisor)
ARIA (Associate REIT Investment Advisor)
ASEP® (Associate Specialist in Estate Planning)

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How can I help you

Services

Protection planning is the foundation of a holistic and comprehensive financial plan. It’s essential to go through a detailed fact-finding process which will allow us to identify the financial impact to you and your family when an adverse event arises (Pre-mature Death, Illnesses). We plan out bespoke solutions to protect your income using our tailored strategy.

Protect

Personal Finance Advisory Service

All different life stages bring about different challenges and needs. From buying your first home, your first car, children’s education to your very own golden retirement nest egg. With our extensive knowledge and experience, we help to design and structure actionable strategies to achieve your goals.

Build

Personal Finance Advisory Service

We also give our client a piece of mind, by ensuring that their dependants are taken care of, in the event of their demise. Our financial consultants are trained in Estate planning and are able to provide professional advice and plan for proper transfer of assets through Wills & Trust. We structure Universal Life policy to enhance retirement and create a meaningful legacy.

Transfer

Personal Finance Advisory Service

Business succession is a vital, yet often overlooked part of a long-term business strategy.

We understand the significance of a good business succession plan to protect your business when unexpected tragedies impact your key executives. This ensures the uninterrupted flow of business with cash compensation and the certainty that your business will survive with its key employees.

Business Succession

Business Advisory Service

Hiring and retaining talent are keys to any organisation's success.

An organisation that genuinely cares for its employees is one that will be appreciated by their talent, as employees know their well-being is being taken care of by their employer.

Attract and retain dedicated talent to your company with employee benefits and see your company's existing talent nurture and grow within your organisation.

Employee Benefits

Business Advisory Service

Business security plays a critical role in ensuring uninterrupted and smooth operations. However, even with extreme cautiousness, that is still insufficient. You need to foresee and implement strategies to mitigate the potential damages and/or losses caused by unforeseen circumstances.

Commercial Business Insurance

Business Advisory Service

Cassandra Zhao

Trustworthy, Honest & Reliable Financial Consultant you can truly rely on

August 1, 2022

Cassandra struck me as someone who is a reliable and trustworthy Financial Consultant(FC) you can rely on.

As an experienced professional in her field, she came across who has strong product knowledge, good financial knowledge to value-add her clients and wanting to build genuine relationships with the individual to identify the financial gaps. This has allowed her to recommend suitable and relevant products to meet the my (the client) financial objectives.

She is one of the rare few Financial Consultant who truly understands finance (e.g talks about IRR of products) when we spoke about certain products, and her willingness to go the extra mile for clients.

I will not hesitate recommending Cassandra to my friends and loved ones as a trusted and professional Financial Consultant you can truly rely on.

Joshua Tan

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