TOH CAI SHENG
KIN GROUP
. In my journey as a financial advisor, I discovered and learnt that the fulfilment and satisfaction of this career was more than just making money. The ability to interact with people from all walks of life, and having to impact their lives positively and celebrate life milestones and financial goals together is what keeps me motivated.
There is nothing quite like the feeling of knowing that you have made a difference in someone’s life by guiding them towards a better financial future. I created a P.A.D framework (which is my name in short haha) to guide my clients through meeting their financial goals. This has proven to be effective and successful as it is easy to remember and it is relatable and relevant to them. This framework is unique to me and made simple for my clients to understand and follow, which is a personal achievement for me.
Seeing my clients heave a sigh of relief when their claims are successful gives me a great sense of achievement. One of the best feelings for me as a financial adviser is being there for my clients during their good and bad times, and knowing that I can and am playing a part in making their lives better.
My parents once told me to do what I believe in no matter what, and financial planning is what I believe in. My experiences of facing rejections and even having bridges burnt are what pushes me to want to do more, to work harder and to prove to those around me that this industry is not something to fear. I want them to look past the stigma and realise that being covered and having a sound financial plan are just part and parcel of achieving a better life in the future.
I see myself as a parallel partner with my clients, going through life alongside with each other, not directly involved but handholding and being there when necessary. I enjoy interacting and learning more about my clients on a deeper level, where I would share my relevant experiences and be there to hear their stories as well. As a son, husband, brother, and father, I am able to provide both personal and professional perspectives when it comes to insurance, retirement planning, and investment planning. By doing life alongside with my clients, most of them are able to resonate with me and playing this role has helped me in reinforcing the importance of getting themselves covered in their health and wealth.
Accolades
AIA FA Prestige Club (Titanium) 2023
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