WhatsApp:
Tan Chei Huey
https://wa.me/6592951879/
Work Hours
Monday to Friday: 7AM - 7PM
Weekends: 10AM - 5PM
Before I became a financial advisor, I sought out financial knowledge first.
I worked in the banking industry for about 10 years before making the decision to leave.
My last position was Vice President in a local bank. I was designated the project manager for a national project where I worked closely with a project team from MAS as well as multiple banks to ensure a smooth rollout of the FAST payment transactions.
Health is more important than wealth or even a steady pay cheque.
Due to health reasons, I made the decision to leave full-time employment and forgo a 6-figure comfortable salary.
Was it a difficult decision? Not really. I needed the time to recover and nurse myself back to good health. But the main reason I was able to leave full-time employment is because of the various fallback plans & contingencies I’ve set into motion years ago.
Comprehensive Health Protection
In my early working years, when I was still young, healthy and had not been diagnosed with health conditions – I made sure I had adequate health protection. As my income grew, I recognized that good health is priceless. And without good health, I could not work and earn good income. So from “adequate coverage” which was more simple, I made sure I got comprehensive coverage for my own peace of mind.
Side Hustle
When I was not working in my full-time job, I actually spent time developing a side hustle. I had a fairly successful drop shipping business and actually sold physical products online. More than the money, what I valued was the confidence and digital skillsets I developed. Because it meant that I need not depend on a job to support myself.
My Mission
With zero sales experience, I slowly grew my base of clients as a financial advisor. My income went from a comfortable six-figure salary to virtually zero overnight. In that process, I learnt a lot about myself and people around me.
My mission here is to share the lessons and insights I’ve picked up over the years about human behavior, building a relatively successful career and letting it all go to start from zero again.
Here are some of the topics I will be writing about:
Frugal Lifestyle
I grew up in a single parent household with 3 other siblings. So I learnt how to live the simple life with simple tastes.
Career Development
In the banking industry, I learnt how to climb the corporate ladder. There, I learnt how to manage my career and people around me.
Skill Stacking
In order to widen my knowledgebase, I have attended various courses from digital marketing to counselling and coaching classes to improve my people skills.
Human Behaviour
We humans are very susceptible to various fallacies and bias. I learnt a lot about this especially when doing financial planning.
Hedging and Risk Management
To me, insurance is all about risk management. A serious illness can put a dent on your own savings – so we mitigate that with a 3rd party.
Longevity & Aging
We will all grow old one day. Take it from me, the first 35 years of my life passed very quickly. Older and hopefully more wiser, I hope my own life lessons will be helpful to you.
Some of my clients who became my good friends
One of the best things about becoming a FA is developing and growing relationships that last a lifetime. It’s been a wonderful journey and I am forever grateful to their support.
