"We believe in the merits of teamwork, strong market placement and partnership."

Our most important asset is the groups of dedicated teams who will help along every step.

 

Our Goal
We believe that our clients' success is our success and our clients' happiness is our best rewards.

 

Our Commitment
This letter is an agreement between Financial planner and Andrew to outline each other's commitment on our journey to a successful career and a successful life.

Throughout this journey, there are hurdles and conflicts and we can move beyond this with both of us being open and honest as we face each one.

 

Andrew commits to Financial Planner commits to:

Respect:
a. Respect each other’s time and
b. Respect each other’s idea as there’s no such thing as stupid idea

Integrity:
a. Conduct our business with honesty, fairness, integrity and professionalism
b. Follow through on my personal business plan c. Uphold our personal image and company’s image
c. Always seek win-win and place client’s interest before us

Objective:
a. Make objective recommendation and
b. Always remember both our personal and company’s objectives.
c. Our Financial plan is led by our clients’ values.

Confidentiality
a. Remember the important of safe-guarding private and confidential information

Competence
a. Constantly seek to improve your skills and knowledge by attention training, seminars and courses.

 

Date: 1st May 2007
We are committed to these principles knowing full well that staying focused on these and being true to them will guarantee a great career. We know there is pain in discipline but short lived compared to the pain of regret.

16 DARES
Dare to live passionately
Dare to dream big and to put time and energy into making that dream a reality
Dare to build a fine, fit body
Dare to nourish the mind and spirit
Dare to shun rigidity and keep an open, inquisitive mind
Dare to expect the best from ourselves and other people
Dare to find something to love in every person
Dare to set goals that are too big for us and then to grow and stretch to fulfill them
Dare to fill our heart and home with faith , hope, love and gratitude
Dare to live with a sense of wonder
Dare to live life vulnerably
Dare to write down 200 victories in our life since our birth
Dare to create and build a personal-strength notebook
Dare to build on our strengths
Dare to be a “go-giver”
Dare to compete with our own goals and possibilities

 
 
 
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