Hi, I’m Michelle Teo
Senior Wealth Manager
RNF No. MTM300418552
Something about me
Bringing over 9 years of sales and customer service experience in the insurance and banking industry. My familiarity with the financial sector, coupled with adeptness in navigating its complex regulatory landscape, has cultivated a strong financial acumen. My background has honed my ability to understand diverse client needs, enabling me to offer tailored financial solutions. The pursuit of financial freedom not only for myself but also for my family, friends, and those I encounter has inspired my transition into the financial advisory industry.
What I find most meaningful in my career
What holds the utmost meaning in my career is the pursuit of financial freedom for not just myself but also for my family, friends, and everyone I cross paths with. Joining PFPFA aligns with my career aspirations due to the company's strong emphasis on Estate Planning and its extensive network of partners, which I believe will benefit my clients. The driving force behind my tireless commitment to success is my family's love and guidance. Beyond achieving personal success, I am dedicated to creating a legacy of fulfilment.
One piece of advice I would give
Take the necessary steps to create a will and establish comprehensive estate planning. This includes designating beneficiaries, establishing trusts, and ensuring that your assets are distributed according to your wishes. Estate planning is crucial for securing your financial legacy.
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Get in touch with Michelle Teo
Book a complimentary portfolio review and discovery call today.