JARED LUAH YI ZHANG
ADVISORS ALLIANCE GROUP
Growing up in a middle-class household, I gradually realised the need for financial independence, and saw the impact I was able to deliver as a competent advisor after seeing the personal finances of some of my older friends. I realised that they needed someone reliable to support them, by providing financial advice in a holistic manner.
Having the ability to impact a person’s finances positively was an attractive aspect of this job that I was able to fulfill, while also being financially competent myself.
Adapt and learn wherever you go.
I’m able to expand my horizons and capture 5 years of learning and progress into 1 short year, by compounding my interest and knowledge in investments with my knowledge of the finance industry, complemented by my skill sets.
I come from an engineering background, so I was trained to be highly technical and analytical. Since taking on the role of a financial consultant, I’ve been able to advance and equip myself further, and now I can independently manage multiple financial portfolios and improve my clients’ financial standings.
Nothing can beat the human touch.
I believe that we, as financial consultants, are enablers and observers for a person’s finances. A computer can only go so far to explore certain gaps, and the human element of understanding each client’s personal financial objectives and requirements is understated. After all, most of my financial portfolios are constructed with the right amount of empathy and logical reasoning in order to let my clients have the confidence to execute on their ideas. A financial consultant is an architect in constructing financial buildings for each client’s unique situation.
Being in a state of discomfort will pay off.
It’s been a challenge trying to find like-minded individuals who are willing to take the hard route, and be in a state of discomfort. Younger individuals these days don’t see the merit of putting in their dues, and oftentimes choose the shortest way to success. I believe in frontloading and putting oneself through turbulence in life, with the right amount of grit and desire.
After all, we are all students of life, and the person who assumes to be a master has no room to improve. We should have a willingness to humble ourselves at every stage of our careers. I strive to be a guiding beacon for my clients, such that I can guide their life compass and journey with them.
Accolades
AIA FA Prestige Titanium Club 2021
Million Dollar Round Table 2021
International Dragon Award 2021 – Bronze Dragon Award (Agent Category)
100 IDA Team Award 2021
Certified Estate Planner (CEP)
Associate Estate Planning Practitioner (AEPP®️)
Master Fund Advisor (MFA)
Holistic Estate & Legacy Planning (HELP)
Associate REIT Investment Advisor (ARIA)
Wealth Management for Wealthy Clients (WMWC)
Institute of Banking and Finance Qualified (IBF Qualified)
TESTIMONIALS
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