SOH SWEE KIAT
ADVISORS ALLIANCE GROUP
Even back in my youth, I dreamt of starting a business that would bring joy to those around me. Prior to becoming a financial consultant, I was a military career soldier in the Commando formation. I believe that those years in the Commandos built a strong foundation for my work in financial consultancy. Other than building physical and mental strength, being in the special force has also taught me to be the team player I am today.
My proudest accolades include being a member of the Million Dollar Round Table (MDRT) in 2019, 2020 and 2021, as well as winning the International Dragon Award (IDA) – Bronze Dragon Award 2019, 2020 and 2021. (Producer category).
Empowering those around me to succeed.
The satisfaction I get when I can coach and mentor others to be better than me, in terms of performance, attitude and income is one of the key drivers that keep me motivated. I also take pride in assisting my friends and clients to achieve their goals. This spurs me to constantly challenge myself to improve my knowledge and abilities, to be able to impact others positively. “You can have everything in life you want, if you will just help enough other people get what they want”; this is my philosophy in this business.
Being a friend whom my clients can trust.
My clients see me as a friend who is not only interested in recommending financial solutions, but also interested in their well-being by sharing ‘lobangs’ (resources and opportunities) to them such as promotions, future plans and other value-adding solutions in their lives. Sometimes, I am also the listening ear, where my clients can share their problems and troubles with full confidence in my discretion.
My biggest unique selling point is that I am not just a financial consultant to my clients, but also a confidante, son, friend, brother, and a listening ear. My advice does not only add value to my clients financially but in all other areas of life as well.
Building a business that goes beyond financial advisory.
I consider my biggest strength to be my sincere commitment in doing my best to make sure that everyone I cross paths with become a better person, not only in financial aspect, but also physically, mentally, and emotionally. I believe that I do not just want my business in financial advisory to only be about providing financial solutions, but also to be about offering useful solutions in others’ lives in different aspects.
Maintaining excellence even in the face of new challenges.
My proudest achievement so far would be to successfully mentored a 21-year-old, new associate in my team to achieve his very first international award in the financial planning space in 2020. 2020 was a year of much challenge, with the Covid-19 pandemic and instability around the world. To be able to play a part in grooming someone to excellence is a testament to one of my most loved quotes; “Invest in people, people will invest in you.”
Accolades
AIA High Net Worth Prestige Club 2021 and 2020 – Personal Wealth Manager
AIA FA Prestige Platinum Club 2020
Million Dollar Round Table 2019 – 2021
International Dragon Award 2019 – 2021 – Bronze Dragon Award (Agent Category)
100 IDA Team Award 2019 – 2021
Precept’s Estate and Succession Practitioner (ESP)
Associate Estate Planning Practitioner (AEPP®)
Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)
Institute of Banking and Finance Qualified (Relationship Management – Private Banking)
Bachelor of Science (Hons) in Finance
TESTIMONIALS
Get in Touch
I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
For general enquiries:
connect@aiafa.com
Phone
1800 248 8000
To learn more about us, visit