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MOK SHAO EN JOSHUA
ADVISORS ALLIANCE GROUP
A financial consultant since 2017, I am dedicated to making good of that passion for the art of human interaction, I relish the opportunities that the financial services industry gives me to be present through my clients’ various life stages. I have also realised that I enjoyed learning about people from my days of studying sociology.
Financial planning is personal.
That is why the most important quality you should have is empathy. Anyone else can be good with numbers — those people are called accountants. Financial planning and consulting need that human touch that will win the trust of your clients because you can understand their needs and serve them in their best interests.
Big goals ahead.
My ultimate aim in this industry is to have at least 500 people under my care because I realised the positive impact that my job has on my clients, as well as my fellow peers in the industry.
Have love for your clients.
With every client you take on, you are building a lifelong friendship with them. It is essentially a promise that you will be with them every step of the way, and ensure that they have got you as a pillar of support during the rainy days.
Accolades
AIA FA Prestige Club (Gold) 2024 and 2021
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024
AIA FA Prestige Club (Platinum) 2020
Million Dollar Round Table 2021 and 2019
International Dragon Award 2019 – 2021 – Bronze Dragon Award (Agent Category)
100 IDA Team Award 2019 – 2021
Bachelor of Arts
Get in Touch
I look forward to your enquiries and appointment.
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Phone
1800 248 8000
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