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ZHENG LIYUAN CHRIS
COWEALTH ADVISORY GROUP
One of the most rewarding aspects of my career has been the relationships I’ve built with the hundreds of families I’ve assisted. The smiles on their faces, their heartfelt gratitude, and witnessing their care for each other’s well-being, dreams, and aspirations have deeply reinforced my commitment to this profession. These moments of genuine connection underscore the importance of every effort I make towards achieving my goal of safeguarding 10,000 families.
I firmly believe that the role of a financial consultant is evergreen. In wealth management, the continuous creation of wealth in our nation necessitates expert guidance to manage these assets effectively. Additionally, in risk management, particularly in health and medical planning, insurance remains a fundamental tool for individuals and businesses alike.
For those new to this industry, it is essential to embrace entrepreneurship. Understanding that this career is not just a job but a personal business venture can transform how one approaches the role, focusing on innovation, personal responsibility, and strategic planning.
In recruitment, the most crucial trait I look for in potential financial consultants is a genuine heart to serve and help families. It’s important that our motivations are robust and deeply rooted because these intentions shape how effectively we can serve our clients. Understanding and conveying the true essence of our work helps to align expectations and fosters a more committed and passionate approach to this career.
Accolades
IBFQ
B.Eng (Electrical) NUS
TESTIMONIALS
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