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Testimonials

Charlie Chen

Achievements: MDRT 2016 2016 Titans Club - 3 Stars Rookie of the year 2016 2016 Quality Awards

“During my 10 years in Singapore, I have tried many jobs — in the fields of private education, hospitality, retail and e-business. I put a lot of effort in my jobs – woke up early, did more than I was asked to do, worked long hours and came home late almost every day. I hardly had time to spend with my family.

 

One year ago, I met Huang Wei, one of the Managers in Beyond Consultancy. He said, ‘If you want to find a job that values your effort, then insurance line is your best choice.’ It opened up my mind, and that was when I made the decision to join Beyond Consultancy. Since then, both my Manager and Director, Roy Tan, has guided me and treated me like a family.

 

To date, I have been on-board for only half a year and I have achieved a lot including a five-digit monthly income, not to mention qualifying for awards and incentive trips around the world. But the most important thing is the work-life balance this job offers. I can now fetch my son from childcare centre, go for a movie date with my wife and spend lot more quality time with the people I love.”

Charlie Chen

Financial Services Consultant

Aedan Ong

Achievements: 2016 Titans Club - Rising Star

“The primary reason why I became a financial advisor is so that I can help my clients enhance their standard of living. I intend to do that by helping them figure out their goals and dreams and then manage their finances to support them. It gives me a great sense of fulfilment whenever I help my clients secure their financial futures.

 

Beyond Consultancy greatly values the importance of financial planning. It also taught me how to provide a holistic financial planning for my clients, so that they are able to meet their life goals through examining their lives, defining and developing their purposes, and lastly, properly managing their resources. Through this approach, my clients find a direction and new meaning to their lives and they feel more secure as they have their goals set on track.”

Aedan Ong

Financial Services Consultant

Aaron Lee

Achievements: 2016 Titans Club - Rising Star

“The day I chose to become a financial advisor was the day I pledged to commit myself in serving my clients. When I was a teenager, I had always been skeptical about insurance products and the people working in this industry. Growing up and having gone through different stages of life made me realize the importance of financial planning. I started respecting this profession and discovered that it can make a difference to, not only one person, but to their family, and generations after.

 

Beyond Consultancy provided me the perfect platform for me to carry out my services. This tight-knit group of elites became my second family, providing me with the most updated market information and resources. Having a good back-end support made it possible for me to focus on providing tiptop services to my clients.”

Aaron Lee

Financial Services Consultant