My Story

My passion is in the servicing line. I like to service people and put a smile on everyone face. With financial planning, not only can I service them but I will still be able to help and give professional advice to my clients in their planning. Seeing them one step closer in achieving their financial goals motivates me too. Reaching 1 year in this industry, most of my clients treat me like their friend and share their goals and dreams with me and I will do my very best in helping them to achieve their financial goals.

My Services

I may assist you run through you very own financial figures & goals.You may call it as Financial Check-Up.

 

>> Diagnose

Assist you diagnose your current financial status. Do you on the right path towards your ultimate goals?

 

>> Objective

Where & What would you like to accomplish in the future. How much does that cost? Am I financially prepare for that?

 

>> Method

Assist you to Protect & Grow your Wealth via various financial tools.

 

>> Evaluate

Evaluate & modify from time to time over the journey.

Background

Experience

My Achievements

Testimonials

  • Kai Liang

    "The way he approached, sympathetically and patiently is where our story begins."

    Back in 2021, I remembered we had a casual talk via Google Meet. He took the opportunity to assess my existing status, to reinforce his understanding towards me as person, my needs and the awareness of my future planning. He did it professionally, and I could tell he kept his mind to always respect and be a genuine listener, to what I have to say, even though my words could be contrary to his perception.

    I voiced my body conditions, it is believed that he proposed the ideal insurance plan that would cover financially as if my condition worsened. He elaborated the details of the plan in-person, right at my house, we had a great time understanding each other and this it. One year later, we still kept in touch, we texted each other sometimes, and I texted him up if I had any question regarding the plan I bought. He had no issues guiding me step-by-step, making sure my questions were solved, instead of denying my message. That marked an impression of accountability.

    To Way Yet's future client, be open and bold to speak up your concerns, and he will find his ways to resolve your concerns.

  • Joellene

    潍业是我的中学同学,他一开始接触我的时候是因为想帮我做一个财务分析,加上自己也想了解自己的财务状况所以就决定跟他见面顺便叙旧一下。他的财务分析做得很细心让我知道了自己的财务状况属于哪个阶段也让我知道了自己现阶段最想要注重什么方面。在我们的谈话中,潍业分享了很多关于保险知识以及储蓄计划因为我本身蛮注重储蓄。他没有让我觉得今天见面的目的是要销售我保险,因为我本身对于保险业会有一个刻板印象,并且抗拒。过后我们就聊到了医保卡,我才发现如果我今天没有赴约,我就不会知道自己的医保卡的额度那么的少,所以潍业介绍了一些适合我的医保卡并依据我的财务状况调整了费用让我在偿还医保费的情况下还能把一些钱储蓄起来。我其实在储蓄和医保卡之间犹豫不决,潍业给出了他的意见,设身处地,他认为现阶段我选择医保卡会比较适合毕竟之前的额度太少了。回到家后,跟家人讨论了就决定了要这个医保卡过后潍业就帮忙处理了。

    我个人认为潍业是个很好的理财规划师,我可以感觉到他想帮助别人的热诚而不是为了销售而做这份行业,彻底让我对保险行业改观了。他也是一位很认真很细心的男生,做财务分析的时候他会聆听我的要求或者问题并且对症下药,也会给我一些意见。他也是位很随和的人,整个谈话中都会让我感觉到很舒服很自在,完全没有压迫感。我蛮推荐大家有任何理财或者保险疑问都可以联络潍业,他会一一为你分析并解答。

    Contact Me

    Office Number     : 03-4149 8292

    Hunting Line        : 012-219 2923

    Email Address     : welinkadvisory@gmail.com