Goals are good for setting a direction,

but systems are best for making progress.

Toh Yong Zheng

Yong Zheng GEsolo9Feb566

Toh Yong Zheng

Executive Senior Financial Consultant, Financial Services

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Backstory

 

With just 1 month left in his National Services, Yong Zheng had decided that it’s time for him to kickstart his career. Finding a mundane job with 9-5 is not something that he had looked forward to. As such, he decided to join the sales industry which is able to provide him a similar salary to a 9-5 career. Being a salesperson, he believes that with the amount of hard work he puts in, he will achieve great result at the end. With this thought, he managed to earn a substantial amount every month and this justify the effort he had put in.

Being an introvert with no prior experience, he had definitely face lots of obstacles however, with determination, he is able to achieve the result he had longed for.

Kicking off his career as a sales engineer in a Semi-con industry, he stayed put for 2.5 years before moving to a MNC in distribution of hand tools which he stayed for another 2 years. After a span of 4.5 years in corporate, Yong Zheng chanced upon another sales role in the financial advisory. With much consideration and meeting up with other sales rep in this role, he took a leap of faith and agreed to join this industry.

With more than 5 years’ experience, he had made drastic progress from someone with zero financial knowledge to whom he is now. A financial consultant who helps to provide his client an understanding of their financial goals and advises them how to achieve them.

Despite the achievement he had gained, Yong Zheng continues to find methods to further improve himself in order to provide better services to his clients and help them to achieve their financial goals.

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Achievements

2-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

AFP (Associate Financial Planner)
AEPP® (Associate Estate Planning Practitioner)
CFP® (Certified Financial Planner)

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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

Toh Yong Zheng

👍🏻👍🏻👍🏻

September 22, 2022

I was someone who did not believe in buying insurance but Yong Zheng changed my perspective. He is a close friend of mine and when he told me he was going for a career change, I had no doubts he would do well. I trust his character and he goes the extra mile for his clients. He does not hard sell and he truely cares. Congrats on all your achievements and I’m proud to say that I’m your first ever client! 😉

Ming

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