Frequently Asked Questions
Here are some of the most frequently asked questions from my valuable clients. Feel free to contact me if you have any other questions about my services.
Millie Tang
Financial Advisor
Q: When and how did you start working in the financial industry?
A: I started my financial career in 2010 when I decided to move on to a job that allows more flexibility in order to balance work and a family with a one year old. I began with my life insurance, accident, sickness license studies and also my mutual funds licenses studies and on the job training. The training was very intense and I am glad that I passed every single exam that I took. Since then I learnt how this business runs and all sorts of financial security advising services, products, concepts, and theories. Eventually I started working as a group benefit broker to help many small business owners improve employee loyalty by setting up their benefits plans for their staff members.
Q: What is the mission of your business?
A: Helping my clients maximize their saving strategies as they go through different stages in their lives.
Q: What does financial planning mean to you?
A: It’s about your immediate needs, as well as mid term and long term goals and dreams. It’s also to implement, review, and revise the plan based on your specific needs and during lifetime events.
Q: What do you offer to your clients?
A: I help my clients define what financial freedom means to them through a security planning process and analyzing their current situation, goals and dreams. By helping them identifying any roadblocks to achieving their goals and regularly reviewing their financial security plan to ensure it evolves with their changing needs, I work with them to build a financial security plan that considers their short and long-term goals.
Q: Do you focus on any specific group of clients?
A: I don’t select my clients based on their culture, age group, gender and such since I believe everyone needs a financial plan regardless of their age, even a university student or a fresh grad without a stable income yet or just in the beginning of building a career. I believe they also need a plan to have a more concrete concept of setting up different goals for near future or in the long term.
Q: What clients love most about your services?
A: I would say transparency, privacy and quality of services, and broad selections of products. My care of setting up the most suitable products for clients with different goals, dreams or needs. My detailed explanation and transparency make clients feel that they are respected and treated fairly.
