Here is why she embarked on this journey to work with people
to live their financial life by design and not by default.
Title : MD, Founder & Author
Field of study : MBA (Nottingham University), B. Economics (UKM)
Qualifications : CFP, FIMM, PRS, CMSRL
Experience : 12th year
Field of experience : Personal Finance, Corporate PRS, Corporate Money Market, Estate Planning
I resigned from my international banking job and came into the financial services industry in the wake of the financial crisis of 2008 with an Economics degree (UKM) and MBA (University of Nottingham). It was a bold move as people were hanging on to their jobs for dear life. I could have stayed in the bank and be none the wiser but I wanted to forge a new path. It was a scary time because markets were extremely volatile. I saw my own investment portfolio plunged that year. However, I gained so much during that turbulent time to understand that there are some classic moves investors must make to be able to have a better financial outcome. These timeless strategies prove successful to my own portfolio and in managing my own emotions during the volatility.
FinAIMS was birthed to enable me to help clients and my team reach their financial aims. One key challenge for anything long term is to help clients see that what they do now will have repercussions into the future. Hence savings or investing now can mean a whole lot in the years to come. I believe in nudging people (not forcing) towards better choices which creates a better financial tomorrow. I am thrilled when I see people gaining ground on financial matters. I truly believe that that your life well lived deserves a future well planned.