Financial Services Consultant
3 years of experience
Meet me - a financial advisor with a passion for providing the best possible service to my clients. My personal motto is to always do right by my clients, and I firmly believe that this approach has been instrumental in building long-lasting relationships with them.
I understand the importance of timely responses, and I strive to be swift in my communication with clients. I believe that this not only helps to build trust but also ensures that clients feel valued and heard.
I firmly believe that every problem has a solution, and that proper planning and communication are key to finding the best possible solutions for clients' individual needs. With this in mind, I work closely with my clients to create tailored financial plans that take into account their financial status, budget, liabilities, assets, and current income.
My ultimate goal is to ensure that my clients are covered holistically, with retirement in mind. To achieve this, I plan clients' portfolios with their best interests at heart, always keeping their long-term financial goals in mind.
As a financial advisor, I believe in growing along with my clients in the many years to come. I am committed to upholding my promise to provide the best possible service, and I look forward to continuing to help my clients achieve their financial goals.
Areas of specialty
Wealth accumulation & retirement planning
Holistic health & protection planning
Hear from my clients
"Joel’s been awesome at finding best coverage for me. A professional and a pleasure to deal with. Always has the answers for me and is quick to respond. One of the many reasons why will remain a loyal customer. I definitely recommend Joel Liao!"