Joined in 2007
Education:
Bachelor of Laws and Business Systems (Australia)
Professional Qualifications:
Lawyer (New South Wales - Australia)
Industry Awards:
Top Life Planner
Million Dollar Agency
Million Dollar Round Table Qualifying Member (7 years)
Master Trainer
Hobbies:
Collecting Watches, Model Kit Building, Tennis
How did you come to join WAI Associates?
After graduating from university, I made a conscious decision to pursue a different path than my peers. While many of them were seeking corporate careers, I knew that wasn't for me. Instead, I wanted the freedom to work and be rewarded based on my own performance. That's why I joined this team, and I've never looked back. Working alongside my colleagues and clients, I find great satisfaction in helping them develop customized financial solutions that meet their needs and goals. It's a challenging and rewarding experience every step of the way, and I'm grateful to be part of this dynamic team.
Tell us a little about yourself?
I enjoy having some quiet time away from all the hustle and bustle and enjoy going to beaches. Family is a major priority in my life and I can proudly say I have always been able to spend quality time with my spouse and children without ever having to sacrifice my income. Truly this wouldn't be possible if I weren't in the financial industry.
Joined in 2017
Education:
Bachelor of Information Technology (US)
Previous Occupation:
IT Consulting
Professional Qualifications:
Certified Financial Planner (CFP)
Masters of Business Administration (MBA)
Industry Awards:
Million Dollar Round Table Qualifying Member (3 years)
AIA ELITE Pro Graduate
Star Convention Qualifier
Summit Convention Qualifier
Rising Star Convention Qualifier
Hobbies:
Computer Gaming, Reading
Tell us a little about yourself?
In just 2 years of joining the team, I've tripled my monthly income (to five figures), qualified for 5 overseas convention luxury trips and qualified for the MDRT Award. I wouldn't have been able to do it if it wasn't for the coaching and success system of Wai Associates.
Joined in 2015
Education:
Bachelor of Finance, Accounting and Management
Previous Occupation:
This is my first job as a graduate.
Industry Awards:
STS Programme
Hobbies:
Basketball, Investments
How did you come to join WAI Associates?
As a fresh graduate, I saw my brother working in audit at a prestigious firm in a corporate career with lots of overtime (OT). I decided that I didn't want that lifestyle - I wanted freedom and flexibility of time and a career with personal growth in business. I have been a client of Wai Associates for many years, and I had a positive experience with the team over the years. When the opportunity came to be part of it, I took the leap of faith and joined them as an advisor.
Tell us a little about yourself?
Freedom and flexibility are something that I really treasure, and I enjoy managing money and making money. Being in the financial services business with WAI Advisory allows me to do these two things!
I'm also a loyal Liverpool supporter, and in my free time, I do research on investment opportunities and enjoy playing DotA with friends and competitive sports such as basketball, and frisbee.
At the same time, I am also a member of the Rotaract Club of Kelana Jaya which focuses on professional development and community service.
Joined in 2019
Education:
Masters of Business Administration with Merit (UK) (MBA)
Bachelor of Tourism Management (Honours), UUM
Previous Occupation:
Senior Director, Research & Programme
Industry Awards:
AIA ELITE Pro Graduate
Hobbies:
Experiencing cultures through food & beverage, Youth development & Empowerment
How did you come to join WAI Associates?
I wanted better work-life integration after 20 years of climbing the corporate ladder, and was ready for different experiences and challenges. My brother invited me to join WAI Associates. I like their values and aspirations in building our business ethically and professionally, especially in helping clients to create a solid financial foundation while pursuing their goals and dreams.
Tell us a little about yourself?
I’m an optimist who would like my time on this earth to add value to other people. When life throws us lemons, we make lemonade. This business enables me to positively impact people. I help them to figure out and work towards their real priorities, and prepare for unexpected crisis that may derail their dreams or crush their efforts. Not everyone has this privilege of bringing hope to people who have survived a major illness or accident, or have lost a loved one.
Joined in 2020
Education:
Bachelor of Laws (LL.B.)
Previous Occupation:
Operations Executive
Industry Awards:
AIA ELITE Pro Graduate
AIA Rising Star
Hobbies:
Gym, Fitness, Cars, Social Events
How did you come to join WAI Associates?
I was actively seeking new opportunities and a better working environment when I came across WAI Advisory. After my interview, I was impressed by the potential of the financial planning field, and meeting the diverse and talented team solidified my decision to join. Since then, I've never looked back. The dynamic and supportive environment at WAI Associates Group has not only allowed me to thrive professionally but also enabled me to grow as an individual. I'm grateful for the opportunities this career has provided me and excited about the possibilities that lie ahead.
Tell us a little about yourself?
Like many others, I realized that I couldn't achieve the lifestyle I wanted if I continued in my corporate career. So, I decided to take a leap of faith and joined the Elite Pro Program with WAI Associates. Since then, I've doubled my last drawn salary and achieved a newfound financial freedom that I never thought possible. One of the best things about this opportunity is that I'm not tied to an office and can work to earn as much as I want. I'm incredibly grateful to be part of this program, and I'm excited about the endless possibilities it offers for my personal and professional growth. If you're looking to make a change and take control of your financial future, I highly recommend exploring this program.
Joined in 2021
Education:
Bachelor of Business & IT.
Previous Occupation:
Operations, Regional VP in Financial Services Sector
Industry Awards:
AIA ELITE Pro Graduate
Rising Star Convention Qualifier
Star Convention Qualifier
Hobbies:
Cycling, Jogging
How did you come to join WAI Associates?
Growing up, I watched my father build a successful career as a first-generation insurance advisor with WAI Associates Group. I was always impressed by the financial freedom and flexibility that came with his job. However, as I climbed the corporate ladder, I found myself struggling to balance work and family life. With my children growing up quickly, I decided it was time for a change. That's when I took the leap and joined the team as a WAI Advisor in 2020. Looking back, it's been one of the best decisions I've ever made. Not only do I enjoy the flexibility to work on my own schedule, but I'm also able to prioritize my family while still achieving my career goals. And let's not forget the great income potential as well! I'm grateful for this opportunity to build a fulfilling career while living a balanced and meaningful life.
Tell us a little about yourself?
Having the freedom to choose what I want to do, and ultimately, financial freedom is something I truly enjoy. As a professional consultant in the financial planning industry, I don't sell products, but rather offer bespoke solutions that benefit my clients, my agency, and myself. It's a win-win-win situation for everyone involved. I'm convinced that this industry is the perfect fit for me because I genuinely enjoy working with clients and helping them plan for their financial needs. My goal is to continue doing so for the rest of my professional career while growing alongside my valued clients. I'm grateful for the opportunities this career path has provided me, and I look forward to the challenges and rewards that lie ahead.
Joined in 2022
Education:
Master of Arts in Literature
Bachelor of Education
Bachelor of Commerce
Previous Occupation:
English Instructor in ELC Language Center
Hobbies:
Swimming, Baking
How did you come to join WAI Associates?
My husband introduced me to Casey Wai, and ever since, I've been fascinated by the world of financial planning. With his help, I've developed a deeper understanding of the industry and its potential to transform our financial future. I'm excited to continue exploring this field and discovering all the opportunities it has to offer.
Tell us a little about yourself?
As a busy mother of two young boys, I've spent the past six years fully focused on their upbringing. While my background is in Special Needs and Early Childhood Education, I'm now eager to explore new subjects and take on fresh challenges. Financial planning has particularly piqued my interest, and after meeting Casey and his team, I jumped at the chance to join them. I'm excited to expand my knowledge and skills in this dynamic field, and I look forward to all the learning opportunities ahead
Listen to our advisors share about the teamwork with WAI Associates Group and how coaching support helps them grow their income.
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This is not the official website of AIA Group Limited and its subsidiaries. AIA Bhd. 200701032867 (790895-D) AIA PUBLIC Takaful Bhd. 201101007816 (935955-M) AIA General Berhad. 201001040438 (924363-W) AIA Pension Asset Management Sdn. Bhd 201201027147 (1011637-P) AIA Health Services Sdn. Bhd. 199601016211 (388561-T).
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