#FINANCIAL TINGS
Mission: Fulfilling Dreams & Empowering Families
Vision: To create and empower people from all walks of life to plan progressively &
achieve the financial independence they deserve.
WELCOME
ABOUT ME
Greetings! Whitney or Pei Shi is my given name. I graduated working as a part time accountant during my university days, and made a decision to join the financial advisory business in 2017. I have been here ever since!
When I am younger, I may not have much spending power but when I started working and living on my own expenses and most importantly, having to learn how to manage my own finances with the money I’m receiving. That’s when the reality hits, I didn’t know how to manage them properly and all I could think of is spending what I have on my loved ones (as this is the time that I’m able to splurge on them).
And Yes! I overspent! My finances are all over the place! I’m really grateful that being in this advisory business, have not only taught me to manage my finances but it has also given me a purpose to serve and educate people around me with the knowledge and the experiences I've gained throughout the years. (Stay with me all the way to find out why!)
With love,
Your friendly & patient advisor
Ting
Protect your HEART, the rest follows
(What I do)
1. HAVE A CHAT
Take the first step to communicate & evaluate whether we are comfortable to work together.
2. ENGAGE & EVALUATE
Engage through personalised engagement & Evaluate your situation in your current life stage and understand what you can do moving forward.
3. ARTICULATE & STRATEGISE
Articulate your short, medium, long term goals using a realistic way through strategised methods to achieve and track your goals step-by-step.
4. REVIEWS & UPDATES
Annual reviews plays an important role in ensuring any plans taken and it should be in place to minimise the risk of going off-track.
5. TIMELY REPORTS
Providing timely reports to ensure policies are in place including policies or any claims updates. & Referring your friends/family if you believe the work that I do & your plans to achieve financial freedom.
HAPPY CLIENTS (WALL OF TRUST)
“I first met Whitney by chance in 2016-2017. Instantly, we clicked and the rest is history. Her passion and dedication to meet my needs have been extraordinary. She’s willing to go the extra mile to clarify my doubts or lack of understanding in certain things.
She is my “go-to” person when it comes to committing to any insurance plan for my future needs. Thank you Whitney for being so patient with me and helping me out especially when my son had to be hospitalised recently. I feel so secured in your hands.”
Diana, Executive Assistant
What's Next?
HOP ON A CALL FOR YOUR
CUSTOMISED ROAD MAP
45 minutes discover session in person or through zoom to allow me to understand your current situation and for us to get-to-know each other
It's for me to understand you better
Lifestyle | Family | Career and your Financial situation
What's going to happen during the session?​
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Clearer overview of your existing portfolio
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Identifying your actual needs and shortfall
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Strategised plan on how you can customised your portfolio
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Numbers to help you achieve your goals/needs.
Connect with me TODAY
Therefore, I have developed my own financial advisory framework over the years of experience from the field.
To bring across the importance and to educate people that I care for and love. Aiming to reduce your future expenses through a simplified financial planning for everyone that I met and I am here to stay and will be here to walk through all your milestones together with you and ensure your finances and goals are on track, and ensuring that your nominations have been done up properly.
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