Eunice Goh Yu Xian

Financial Services Manager

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
General Insurance
Investment Planning
Life Insurance
Retirement Planning
Employee Benefits
Keyman Insurance
Risk Management

Motto

Sincerity is not to say everything you think, but to mean everything you say.

Group

Trust Advisors Group (TAG)

“Planning is bringing the future into the present, so that you can do something about it now.”

Qualifications

Bachelor of Science in Banking and Finance (Hons)

About

This mother of two has been a Million Dollar Round Table (MDRT) achiever every year since her first full year of service in the financial services industry. What drives her? Eunice leverages her first-hand knowledge and experience in a wide variety of financial products and services from her past career in banking and insurance to offer accurate and reliable financial advice to her clients.

“If you love your job, you never work a day. Everything in your life is a reflection of the choices you make. I am beyond thankful for my career which enables me to meet people from all walks of life, recognising that every interaction I have is an opportunity to make a positive impact on others.

I am always filled with immense gratitude and satisfaction when minutes or hours ago, my client and I were complete strangers, but after a heart-to-heart talk, we become friends and I am entrusted with their life and financial planning. I cherish all my clients who have been walking this journey with me!”

Eunice shares a watershed visit when she handed over a $70,000 lump sum cheque which helped a family to relieve immediate financial pressures so that the mother (who was diagnosed with breast cancer) of two young kids could focus on her treatment, and the father being the sole income earner as a car mechanic, could still keep finances afloat despite the additional medical expenses.

Today, Eunice also builds and trains her own team of Financial Consultants. Leadership is definitely not a walk in the park, but she is commited to be a leader one could trust and lean on to journey together.

Personal Passions

Known fondly as the lady with the huge laugh, you will probably hear Eunice before you see her!

She hopes to be the reason for someone to smile and has an ardent wish to help others find their feet in this profession.

“We respect everyone’s differences in personality, drive and character. If you are keen to explore a career in financial advisory, we have an entire village to support and nurture you to become a better version of yourself. TAG yourself along in this journey with us!”

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
General Insurance
Investment Planning
Life Insurance
Retirement Planning
Employee Benefits
Keyman Insurance
Risk Management
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