Celeste Tan, 24, Graphic Designer Back Story:
Celeste came over from Malaysia to Singapore 2 years ago to embark on her career journey once she graduated. As a fairly new working adult, she is working hard at her career and earning her first pot of gold. At the same time, she acknowledges the importance of financial planning and wishes to find out how she can better protect herself and her income.
How I have helped her:
-Identify her priorities and goals & cash flow allocation to better manage her finances
-Income protection specifically against Critical Illnesses for her in her prime working years
-Leaving money for her loved ones if she is unable to be there to take care of them
Testimonial by Celeste:
As a friend, Si Min is understanding, warmth and loyal.
Similarly as a consultant, she understands my needs and proposes plans accordingly. She consults me in an enthusiastic attitude which makes me feel comfortable and confident.
She is definitely a loyal consultant that supports you all the time. |