| Financial Advisory Manager.
Lynn loves her job! She loves that she can make a practical difference to just about anyone. Whether single or married, with babies or adult children, with little money or "more than enough". She loves the process of helping clients reach their financial goals, and loves the positive feedback she gets from appreciative, responsible and responsive clients.
Her approach is:
1. Love
- (she will emphasise the big impact of appropriate hospital and surgical insurance first, above the savings / investment plan that would pay her much more)
2. Tell the truth
- (not just "not lie". Do you know the difference? E.g. Advertisements usually practise "not lying", whereas your good friend / spouse / mother will just tell you as it is.)
3. Partnership
- (she works best with those who are interested, and who take responsibility for their own financial success)
You can engage her in two main ways:
1. Pay a flat fee for advice on the area/s you are concerned with. (Refer to Financial Alliance's five pillars of wealth.)
2. Share with her the specific financial goals you would like to address (e.g. to provide for yourself and family even if you are unable to work due to critical illness or disability, to make the most of your savings, to plan your retirement, etc.). She will be remunerated by the commission of financial solutions you take up.
She sees her business interactions go through cycles. Recently, she has been meeting more young couples to establish their family protection and savings plans. It is a delight to see them off to a good start, and the babies and young children make her smile. She has a special interest in Islamic financial advisory and retirement planning, and is thankful for her independent advisory platform from which she can select client-appropriate solutions from 80 over financial providers.
Her dream is that her clients will grow old gracefully with her, and she with them. |
| Practice Areas: | Insurance, Investments, Unit Trusts, Private Equity, Retirement Planning, Children's University Funding, Managed Accounts, REITS, Legacy Planning, Islamic Wealth, Mortgage Refinancing |
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