Annie Shi

Executive Financial Consultant

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
General Insurance
Investment Planning
Life Insurance
Retirement Planning
Work Injury Compensation Act (WICA) Insurance
Public Liability Insurance
Employee Benefits

Motto

Perseverance is the key to success!

Group

Wealth Prestige

“Don’t be afraid to fail, just keep trying.”

Qualifications

B.A. with Merit, National University of Singapore
Chartered Financial Consultant, Singapore College of Insurance

About

This young lady brimming with optimism loves bringing good cheer to her clients. She is also on their speed dial when they are in crisis mode because they know she is their go-to person to guide them on the procedures and requirements that will expedite their insurance claims, which brings great relief.

“I am humbled by the power to assist them with claims-related issues which stress many people especially during an emergency. Clients are always so grateful and that makes my profession so rewarding.”

Another way Annie adds value to her clients’ lives is by methodically crunching the numbers and understanding their needs before pinpointing the right insurance policy that delivers the best coverage at a reasonable premium. She is also astute in summarising all the insurance plans her clients have over the years, to explain what their premium commitments are versus their coverage. By doing so, Annie is able to streamline the various policies to ensure that her clients are adequately covered without being unduly burdened by unrealistic premiums.

Personal Passions

Annie values the simple pleasures of family gatherings and chit chatting with her friends. She has picked up a new hobby—cooking. So her close circle of contacts are in luck to taste some of her culinary treats soon!

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
General Insurance
Investment Planning
Life Insurance
Retirement Planning
Work Injury Compensation Act (WICA) Insurance
Public Liability Insurance
Employee Benefits
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