LIM MING ZHEN

LIM MING ZHEN

ELISHA CHUA-DANIEL CHONG ORGANISATION
ADVISORS ALLIANCE GROUP

A financial consultant for 2 years now, I graduated from NUS with a Bachelor’s degree in Economics. I initially pursued a business analyst role in the corporate world but it wasn’t until a year later that I discovered my passion for financial advisory. I was introduced to the industry by my consultant, who had value-added so much to both my financial and career planning and inspired by what he was able to achieve and do for others, I was determined to take this up as a long-term career.

 

Helping the sandwich generation
Millennials now contribute to 39% of the Sandwich Generation, and they need to support their parents and children. It saddens me whenever I have to hear that people are unable to afford a comfortable retirement for themselves and have to rely on their children. My goal in this career is to help our future generations break free from this effect and make lives easier for everyone, whether as parents or children, with the help of proper and prudent financial planning.

A people’s business
It’s important to be genuine when being a financial consultant in what is essentially a people’s business. It’s difficult to build long-lasting trusting relationships with the people around you if you are not true to yourself and others.

Be the doer, not the dreamer.
I chanced upon this saying “I never dreamed of success, I worked for it.” Often we see people who dare not dream big in the early years of their careers, but being in this industry has allowed me to see that the impossible is possible as long as you work hard for it. The financial advisory industry is often stigmatised by others but from my own experiences, it is a sincere role that brings value to people from all walks of life and as long as you are
professional and genuine, there’s nothing to be ashamed of to be a financial consultant.

Accolades

AIA FA Prestige Titanium Club 2022

Million Dollar Round Table 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2022

100 IDA Team Award 2022

Bachelor of Social Science in Economics

Institute of Banking and Finance Qualified (IBF Qualified)

TESTIMONIALS

Tan Choon Seng

A good friend, Ming Zhen, taught me how to diversify my income and capital to efficiently invest instead of putting all my money in stocks and Crypto.

Charlotte

Very detailed explanations with examples that helped me better understand the coverage I have, and the coverage I need. The comparisons with numbers are useful for my decision making. Very enthusiastic and dedicated to helping me reach my financial goals, and very knowledgeable. I find the meeting minutes sent to me after every consultation to be very useful as well as I tend to forget part of the sharing.

Sharel Ong

Ming Zhen is very attentive and always shares relatable and real-life experiences regarding insurance and investments. Really appreciate the great service.

Wing Yu

Setting aside budgets and understanding my cash flow in detail, for future short to medium and long term financial goals. Very detailed explanation and in layman’s terms too. Structured and easy to absorb the information shared.

Tian Min

Consideration of existing wet weather funds (sufficiency) instead of purely investments that show genuine interest and concern in clients’ financial ability and sufficiency. Readily giving additional tips/advice about financing or savings when approached.

Get in Touch

I look forward to your enquiries and appointment.
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Phone

1800 248 8000

 

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