TAY LU CHI LOUISA
ADVISORS ALLIANCE GROUP
In my final year of university as an Accountancy & Computing student at the National University of Singapore, I unexpectedly chanced upon a career in financial advisory while trying to purchase my own insurance.
Making an impact is a non-negotiable element in the career I sought
As an analytical individual, I grew up thinking I’d want to enter the management consulting industry, as solving complex problems really excited me. Yet, being able to make a lasting impact on the people I work with was one of the most important elements I sought in my career. As a NUS Merit Scholar, despite having numerous job offers from prestigious Big 4 accounting firms and top consulting firms, I decided to embark on a career in financial advisory, being a full-time Financial Consultant even while I was schooling. In making this decision, I knew I wanted to empower the people around me as I journeyed through life with them, and financial advisory would be my first and last career. Having experienced difficult financial situations growing up, I understood first-hand the important of proper financial planning & insurance (or the lack thereof). My life experiences also resulted in me being my parents’ retirement plan, as are many of my peers.
My Vision
My conviction in proper financial planning, coupled with my problem solving and analytical skills, has allowed me to connect with many old and new friends, empowering them to make better financial decisions. I believe financial planning should not be a one-time event, but a lifelong journey together. Through personalised strategies and continuity in my planning, I protect my clients against hefty medical bills while planning towards a comfortable retirement they deserve, as they go through different life stages.
I look forward to working with like-minded individuals in the decades to come, and their financial success is a testimony of my advisory standards.
Accolades
8th Runner-up, Top Financial Consultant 2022
AIA Centurion Club 2023
AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023
International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023 and 2022
100 IDA Team Award 2024, 2023 and 2022
Associate Estate Planning Practitioner (AEPP®)
Get in Touch
I look forward to your enquiries and appointment.
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connect@aiafa.com
Phone
1800 248 8000
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