Elecia is a dedicated Financial Planner with a background focused on client-centric roles. Throughout her career, she has been involved in serving, understanding, and interacting with people from all walks of life, which has honed her natural capability to meet the demands of being a financial planner. She values building strong and trusting relationships with her clients and their families, which serves as the foundation for her business.
Elecia's financial planning philosophy revolves around taking a comprehensive approach to evaluate all aspects of a client's life journey, going beyond just numbers. She believes that true financial planning involves considering the broader context of an individual's life, such as their goals, aspirations, and personal circumstances. By taking these factors into account, Elecia aims to provide holistic and tailored financial solutions for her clients.
Fundamentally, Elecia believes that a long-term client-adviser journey must be built on the principles of trust, accountability, and a genuine desire to help individuals and families achieve their financial goals. She places great importance on establishing a trusting relationship with her clients, where they feel comfortable sharing their financial concerns and aspirations. Elecia takes accountability for her role as a financial planner and strives to provide reliable and transparent advice that aligns with her clients' best interests.
Overall, Elecia approaches financial planning with a client-centric mindset and a commitment to building lasting relationships. Her philosophy emphasizes the importance of trust, accountability, and a genuine desire to help clients achieve their financial goals. Through her comprehensive approach and dedication to understanding her clients' unique circumstances, Elecia aims to provide holistic and personalized financial planning solutions.
Disclaimer: Ken Wee Organisation is an Organisation representing HSBC Life (Singapore) Pte. Ltd. Please note that the views and opinions expressed on this website are our own and not endorsed by HSBC Life, nor do they constitute any official communication of HSBC Life.The contents found on this website have not been reviewed by the Monetary Authority of Singapore.