wholeperson: Recent Comments

Comment on My Winning speech as a team leader in Values-Led

Gwen — Fri, 13 Jun 2008 01:07:04 GMT

To have established a pool of clients who know what they want financially in life and are motivated to reach their financial goals. And to walk with them on this journey. To have fostered trusting professional relationships with my clients as well as to have their feedback that I have been a thorough and caring planner. To have clients who are centers of influence.

Comment on My Winning speech as a team leader in Values-Led

Adam Kee — Thu, 12 Jun 2008 16:08:49 GMT

As your one and only financial architect, we will walk this bumpy financial journey together to build the best financial home which has a solid foundation that can withstand all the storms and provide you with the key to open the door to financial success.

Comment on Worthy cause

Adam Kee — Thu, 12 Jun 2008 16:04:59 GMT

Most of the people are so caught up in the rat race that they have forgotten their dreams and goals in their lives. Why are they here? What do they want to achieve in their lives? Where are they heading and what is important in their lives? They live in a fast paced and exciting lives that may give them some good things and yet leading a mundane life. I want to make a difference to their lives by offering direction, hope and encouragement in their journey towards achieving financial happiness.

Comment on My Winning speech as a team leader in Values-Led

Adam Kee — Mon, 09 Jun 2008 01:15:24 GMT

I pledge to make a difference to my clients' lives to help them achieve their financial happiness and put their best interest before me in a professional and ethical way.

Comment on Worthy cause

Adam Kee — Mon, 09 Jun 2008 01:10:34 GMT

I want to make a difference to people's lives by
1. providing money on the table to the breadwinner in times of crisis.
2. provide the needs for proper education to growing children
3. ensuring that widows have money to support their families.
4. people can retire with dignity and able to do what they love doing.

Comment on Worthy cause

Gwen — Sat, 07 Jun 2008 04:06:16 GMT

As a financial planner, my cause is to connect with and bring financial peace of mind to as many persons and families as possible.

To let families cope with dignity financially, when the breadwinner loses the capability to provide for them. In dealing with the loss of their loved one, to ease their grief by taking care of their financial needs.

To help individuals retire comfortably and enjoy the sunset years of their life.

To let children focus on studying and help parents fulfill their desire to see their children through University.

Comment on My Winning speech as a team leader in Values-Led

James Phyo — Sat, 07 Jun 2008 03:22:11 GMT

Being a financial planner, I wanted to make changes in people's life, for the better. And when you want to make changes in people's life, be the change. That is the main reason why, I always want to make
changes, and continuously improve myself.
Because in life, change is the only constant.

Comment on Worthy cause

James Phyo — Sat, 07 Jun 2008 03:18:29 GMT

Coming from one of the poorest countries in the world, I have seen and experienced the hardships resulting from having little or no money. That is the main reason why I personally feel that financial security is one of the most important aspects in a person's life.

As a financial planner I want to make changes in a person's life, for the better. I want to make sure a person has enough to retire with dignity, his family can live on when the bread winner is no longer there in times of crisis management, education fund is there for the children for the future by having make sure the money bags are there no matter what happens.

Comment on My Winning speech as a team leader in Values-Led

HSBC Cindy Chua — Sat, 07 Jun 2008 02:47:01 GMT

It's my desire to grow old with my clients. I would love to be there with them at the end of their financial journey where they are enjoying the fruits of their labour...

At the start of their journey, I would inform them to : " Always Prepare for the worst & Hope for the best.It's never to late to plan!"

(*,*)HSBC Cindy Chua

Comment on My Winning speech as a team leader in Values-Led

Benedict Cheung — Sat, 07 Jun 2008 02:35:51 GMT

The road to success may be exasperating at times but always remember there will be light shining on you at the end of the road.