SOH YONG PING

MARCUS TAN-KHOO YONG GUAN ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP
I embarked on my journey as a Financial Consultant with AIA FA in May 2023. My decision to enter the financial advisory field was driven by my firm belief in the importance of insurance and investment as foundations for a secure retirement. Intrigued by the profound impact I could have on people’s lives, I chose this career after discovering the significant difference I could make in helping others achieve their financial goals.

From the onset, the most rewarding aspect of my career has been the opportunity to build positive and lasting relationships with my clients. As their advisor, the trust and rapport we develop are not only fundamental to effective financial planning but are also immensely gratifying for me personally. These relationships underscore the importance of personalised financial advice and reinforce the impact of my work on clients’ lives.

My greatest inspiration in this field comes from my leader, Marcus Tan, whose guidance has been invaluable. Marcus has exemplified the ideal balance between professional achievement and personal well-being. His mentorship has been instrumental in shaping my approach to this career, emphasising the need for personal integrity along with professional diligence.

Accolades

AIA FA Prestige Club (Titanium) 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024

Million Dollar Round Table 2024

Get in Touch

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