保险的真正价值，不是发生事情后的理赔，
而是在事情发生前，替客户把风险规划好。
通过系统化的保障分析与长期规划，
我致力于协助客户建立稳固的保障基础，
让家庭、事业与未来，都能在可控的风险中前进。
我的目标，是成为客户值得信赖的长期规划伙伴，
陪伴他们走过人生不同阶段，
在每一个关键时刻，都已经准备好。
The true value of insurance lies not in claims after an event, but in planning for risk before it happens.
Through systematic protection analysis and long-term planning, I am dedicated to helping clients build a solid protection foundation, so that their families, careers, and futures can progress within manageable risks.
My goal is to become a trustworthy long-term planning partner for my clients, accompanying them through different stages of life, ready at every crucial moment.
我会在给你任何建议规划前，以专业的角度帮你做个全面的财务检查
>分析
分析你目前的财务状况，是处于怎样的状态，是否在正确的轨道上
>了解需求
短期&长期的目标是什么？具体怎么去规划？预算可以多少 等等
>建议
根据你的现况 & 需求 客制化 最适合你的建议
>方案
通过各种金融工具帮助你解决问题，保护和增值你的财富。
Before giving you any suggestions and plans, I will go through a comprehensive financial check-up from a professional point of view.
> Analysis
Analyze your current financial situation, what state you are in, and whether you are on the right track.
> Understand Needs
What are the short-term and long-term goals? How to plan specifically? What can the budget be and so on?
> Suggestion
Customize suggestions for you according to your current situation & needs.
> Solution
Assist you in solving problems, protecting & growing your wealth via various financial instruments.
– 从中学至大学读书期间兼职服务业，服务了数不尽的客户。真诚，良好态度 收获上级&客户的好评
– 一年电子销售经验。与客户保持联络， 更新最新资讯给客户，让客户知道最新的讯息如何匹配到他们的需求
– 从事银行业房贷顾问 @Maybank 1年。从客户对我的信任提交资料给我，批了贷款，分析优势对比其他银行，到不断更新通知最新状态让客户知道，再与事务律师合作去处理客户的后续文件合约，和 售后的服务，包括回答客户不了解的疑惑
– 从事个人财务规划服务长达1年 身边亲朋好友都非常相信&满意我的服务，同时介绍了很多身边友人让我服务
– From secondary school to university college, I worked part-time in the servicing industry and served countless customers. Sincerity and a good attitude win the praise of superiors & customers.
– 1 year experience in telemarketing industry. Keep in touch with customers, update the latest information to customers, and let customers know how the latest information matches their needs.
– Engaged in Banking mortgage consultant @ Maybank for 1 year. From the customer’s trust in me to submit their personal documents , approving the loan, analyzing the advantages of the loan comparing with other banks, to constantly updating the latest status to the customer, and then cooperating with a solicitor to deal with the customer’s follow-up documents and agreement, and after-sales service, including answering customers’ doubts.
– Involved in personal financial planning service for 1 year. My friends and relatives surrounding me trusted me & satisfied with my service, and at the same time introduced their friends to me to serve.
Office Number : 03-4149 8292
Hunting Line : 012-219 2923
Email Address : welinkadvisory@gmail.com