EXPLORING FINANCE
WITH MIN MIN
EXPLORING FINANCE
WITH MIN MIN
WEALTH ACCUMULATION
Protect your income to build your wealth and create the liquidity to needed to meet your financial goals
INVESTMENT STRATEGY
A dedicated investment strategy and framework that can help you increase the value of your investments and net worth over time
RETIREMENT PLANNING
A complete step-by-step guide to help you build a robust and comfortable retirement plan based on your needs and budget
HEALTH AND LIFE INSURANCE
Guarantee yourself a reliable medical protection to cover yourself against unforeseen circumstances
Why work with me?
From a young age, I was aware of how important a career in finance would be to me. With that in mind, I made sure to stay ahead of the curve by participating in as many aptitude-related courses as possible while at school. Having graduated from university with a degree in Business and Management, I knew I wanted a career in the financial sector.
On top of that, my outgoing and cheerful personality needed a role that allows me to enrich the lives of the people around me and go beyond just numbers, figures or charts – I love human interaction too much to be facing just computers. This career is the perfect recipe. An insurance career can help satisfy this desire for meaningful work and community involvement. At its roots, the insurance industry is about protecting members of a community.
Learning is a lifelong journey, we learn at every phase of life we are at, be it in life or at work. I will carry on learning whenever I can for my clients, so they don’t have to. I believe who you associate with makes all the difference and learning consistently is the difference one brings. This is why I work regularly with mentors within my industry and continually push myself to acquire more skills that better serve my clients. If you would like to learn more about me and how I can help you and your organization achieve your financial goals, get in touch so we can discuss how I may assist you.
PROTECT your wealth and income
TRACK your expenses to GROW your wealth
PLAN for the future and ACHIEVE retirement goals

What to expect at the end of our session:
A simplified and summarized financial planning
A comprehensive review of your current financial status
Customized portfolios based on your desired goals and timeline
I want to be more than an advisor – I want to be your friend, confidante, and lighthouse at different phases of your life.
Min Min
Testimonials
Here are comments from our beloved clients
Because of Min Min's professionalism, courtesy, and taking responsibility, she helped me and my family get through a very stressful situation. She went above and beyond to explain to us the policies and was very detailed in her explanation. She also provided us with recommendations that met our needs and budget. She is always available when we need her to discuss insurance and other policy-related questions.
Brandon
Client
Min Min walked me through the process of getting my health insurance plan. She patiently explained the terms, premiums, and coverage to me and made sure that I was clear about what I was signing up for. I am deeply grateful for her help as she seemed more like a friend than a financial planner to me. I strongly encourage anyone in the market of insurance to contact Min Min for her excellent services.
Grace
Client

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