Do all things with kindness and warmth
Goh Jia Zhi, Vera
(RNF No.GJZ300293347)
Coming from accounting & finance background, I'm equipped with extensive financial concepts and knowledge, which I enjoy translating to layman terms and real life examples that my client can relate.
I have a strong conviction in planning your finances right through insurance planning and wealth accumulation. Being meticulous and concise in my work, and with a friendly demeanour, my client always feel assured to refer their families & friends to me, knowing they will be in good hands.
Approachable, thoughtful and reliable are how my friends & client describe me.
I believe work is fulfilling only when it comes with a purpose. Purpose is knowing why you do what you do.
Accolades:
MDRT Qualifier 2021, 2022
GEL Achievers Convention/Awards, Cape Town / London / Sapporo
Chartered Financial Consultant (ChFC®️/S)
Bachelor of Science (Honours) in Accounting and Finance