Values-Led Financial Planning, representing

HSBC Insurance (Singapore) Pte Limited

Everybody has a timeline, what’s yours?

Introduction

YouTube- Self Employed VS Employee - Promotion.mp4

Income Management

YouTube- Self Employed VS Employee - Promotion.mp4

•Appraisal•Company’s earning for bonus•Working within datelines

•Own effort•Has ability to generate passive income•Ability to manage time

Singapore’s Top Paying Jobs

Income Management

Career Progression

•Dependent on management• Stagnate learning role

•Dependent on own decisions•Continuous learning role

•Usually slow even if you are capable

•Can be accelerated dependent on own capabilities

Satisfaction & Stability

• Helping people building up financial portfolio• Personal Touch

•Dependent on company's strategies might result in retrenchment •Not within own control

•Dependent on own strategies•Own control

• No personal Touch

Time

•Structured timing•Dependent on company•Work life inbalanced

•Flexi timing •Dependent on own scheduling•Work Life balanced

•Restricted by number of days/ year•Subjected to company’s approval

•No restriction•Self approved

YouTube- Self Employed VS Employee - Golf.mp4

Culture

Hawaii.mp4

•Relative to colleagues resulting in - Office “politics”- Self interest

•Dependent on self resulting in - Healthy competition- Sharing of success secret

Is this the right career for me?

Profile of successful candidates.The desire to help othersThe ability to listenThe ability to build strong personal relationshipsThe ability to draw energy and excitement from meeting

new people and working in an ever-changing, dynamic work environment.

Financial Planner Role

Manage portfolio of niche client base Helping them to develop and implement financial

plans customised to their requirements Conduct consultation sessions with the clients to

identify and analyse their needs Employ a consultative approach to discuss

financial solutions to assist them in achieving their financial goals.

Thank You