WEE MEI XI KARNA

ELEVATE-CO ORGANISATION
COWEALTH ADVISORY GROUP
Since joining the financial advisory industry in June 2018, I have been passionately working towards not just personal achievements but making a significant impact in the lives of others. My dedication was recognised early on when I achieved the prestigious Million Dollar Round Table and was promoted to Personal Wealth Manager in 2020.

My decision to become a financial consultant was driven by a deep-seated desire to create a positive impact on society and to be a part of people’s life-changing journeys. This industry aligns perfectly with my belief in providing immense value while helping families achieve their dreams, as I strive towards my own professional and personal goals.

One of the most rewarding moments in this career occurred when I assisted a couple, both of whom developed critical illnesses, to claim over one million dollars from their policies. This significant financial support enabled them to retire early and focus on their recovery without the burden of financial stress. Witnessing such profound impact of our work on our clients’ lives is incredibly affirming.

Looking ahead, my greatest ambition is to be the guardian of 10,000 families and their dreams. I am committed to achieving this within the next five years, through persistent dedication and an unwavering commitment to our clients’ well-being.

I firmly believe that the role of a financial consultant is evergreen. As society becomes more knowledgeable about the importance of insurance and comprehensive financial planning, the demand for our services continues to grow. As long as there are people with dreams and milestones, there will always be a need for the protection and security that we can provide.

For those new to this industry, it is crucial to embrace resilience and determination. Rome was not built in a day, and building a successful career in financial advisory is akin to laying a strong foundation — it takes time, patience, and perseverance. Celebrate each small victory along your journey, as these will build the path to your larger goals.

Accolades

AIA FA Prestige Club (Titanium) 2024

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

Million Dollar Round Table 2024
Bachelor of Business

Get in Touch

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