SOON HAO HAN

I joined the financial planning industry right after my graduation from NTU 8 years ago. As I was studying in the business school and majored in banking and finance, I found great interest and passion in the financial industry; in particular, how financial literacy is important to everyone. That has been one of my main aim since day one of joining the industry.

I believe strongly in education and competency in what I do, especially now that I am in a position to help improve the financial situation of the people around me. I am now a Chartered Financial Consultant, an Associate Specialist in Estate Planning, as well as an Associate Estate Planning Practitioner. I believe learning never ends, and these will help me to serve my clients and friends better.

Only with integrity can you create trust with your clients.

Integrity is the most important attribute that every financial consultant must have. The work that we do directly impacts the lives of the people we touch, and we often form deeper bonds with them, beyond a client-consultant relationship. Upholding this principle creates trust between one another, which is extremely important when you are sometimes required to navigate sensitivities and vulnerabilities. The basis of any relationship is trust, and this business is no different. I strongly believe that integrity is an integral foundation to building trust.

My biggest career goal — simply impacting as many lives as I can.

The biggest career goal for me would be to impact as many lives of others positively, just as this career has done for me. I have benefitted so much from this career, be it personal and character growth, the satisfaction from helping people around me, as well as financial growth which allowed me to take care of my loved ones. As my mentor said, if you have grown because of someone, help someone to grow because of you. Whether as a Financial Consultant or as an agency leader, I aspire to be able to impact as many people as possible!

The values I live by as a financial consultant are integrity, compassion and competence.

These values have been ingrained in me the moment I came into the career by my business mentors. Only with all of these values, would I be able to connect with people, empathise with them and sincerely help them with their best interests at heart. I personally feel that without any of these values, I would not be able to go far in this people’s business. Thus, I too wish to be a good mentor who will translate these values to the newer generations so that I am constantly reminded and grounded, as well as making the next generation better.

Accolades

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