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WME Team Management
MDRT
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Insurance and wealth management is the need of every family in the modern world. Being a reliable and lovely “wealth partner” of my clients and friends, it is my pleasure to share my financial planning professional knowledge and raise my fellow buddies’ awareness of the importance of protection, risk management and their asset and wealth arrangements, throughout their lives, from cradle to grave.

Over the years, stories told me the importance of different aspects of protection for friends and their families.

In 2003, my view on life was totally changed. My ex-boyfriend at his 20s lost his life in scuba diving activity. Life should be treasured, just for ourselves? in fact not, … for our family members.

In 2009, a car accident bought out in Belgium, a young HK scholar has required long term medical supports to maintain her life. Her mother’s over the years caring is tremendous. Insurance provides the peace in mind financial supports to her family.

In 2010, my ex-colleague who was a young mother suffered from leukemia (blood cancer) when she had just got pregnant for her 2nd child. Owing to the loss of chance of the hematopoietic stem cell transplantation (HSCT) operation, she finally left us in 2012. She had shared to the media about the mismatching of timing for the operation. It was unfortunately caused by insufficient medical supports in HK towards this illness area.

In 2014, another sad news came up, my ex-colleague who suffered from the 3rd time of recurrence of cancer. Sadly, on the date she passed away, I grasped the last chance to visit her in companion with a famous Chinese Medical Doctor from China. The critical illness benefit reduced her burdens on the cost of living over 10 years. The first time she got a breast cancer was just 26.

Positive and optimistic attitudes are always endowed with my life. I feel energetic and being recognized, all the time, particularly in sharing positive ideas and values with old or new friends at different walks of life.

Wealth management is my life-long professional career. Your appreciations and supports are indispensible. I am more than happy to share my achievements within the 8 years.

Achievements  
2015 American International Assurance Co (Bermuda) Ltd
MDRT
2015 American International Assurance Co (Bermuda) Ltd
Dragon Meeting 100% qualifier
2013 Life Underwriter Training Council Fellow
2013 Manulife
Employee Benefits Prestige Club (Pearl Member)
2012 Manulife
Champion of FAE 2012
(Henry Cheng District)
2010 Manulife
Entitled to be Financial Planning Trainer
Leading the Effective Sales Force Programme
2010 IFPHK
First Round Winner of IFPHK Financial Planner Awards 2010
 
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