DISCLAIMER

Disclaimer: This advertisement is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. Any views expressed are the views of the speaker and do not constitute investment advice. The underlying assumptions and these views are subject to change. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realised. We accepts no liability whatsoever for any direct or indirect consequential loss arising from the use of any information, opinion or estimate herein. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance of the Fund. This shall not be construed as the making of any offer or invitation to anyone in any jurisdiction in which such offer is not authorised or in which the person making such offer is not qualified to do so or to anyone to whom it is unlawful to make such an offer. Investors may wish to seek advice from a financial adviser before making a commitment to invest. In the event an investor chooses not to seek advice from a financial adviser, he/she should consider whether the Fund is suitable for him/her. Please note that the ownership of this webpage belongs to Jessica Tham From Jessica Wee Organisation, IAM Advisory Group, a group of agency units representing AXA Insurance Pte Ltd, and is solely responsible for the entire content contained in this website. The website is informational purposes only and is not endorsed by AXA Insurance Pte Ltd nor does it constitute any official communication of AXA Insurance Pte Ltd.

Monday, October 19, 2020

Chapter 3: MY PANEL OF EXPERTIES

Firstly, There is no way I can help you if I do not know you and your current situation, happiness/Pain level, and your future goals and desires Today. 

That is why, we provide advisory or some call it consultation service. 

In this Financial Advisory World, everything is being customised solely for you. 

Why? Because there is no one person today, who have the exact same situation, goals or even Lifestyle habits. 

Before I Continue, do note on the following Disclaimer:

This advertisement is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. Any views expressed are the views of the speaker and do not constitute investment advice. The underlying assumptions and these views are subject to change. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realised. We accepts no liability whatsoever for any direct or indirect consequential loss arising from the use of any information, opinion or estimate herein. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance of the Fund. This shall not be construed as the making of any offer or invitation to anyone in any jurisdiction in which such offer is not authorised or in which the person making such offer is not qualified to do so or to anyone to whom it is unlawful to make such an offer. Investors may wish to seek advice from a financial adviser before making a commitment to invest. In the event an investor chooses not to seek advice from a financial adviser, he/she should consider whether the Fund is suitable for him/her.

Generally I provide my service in 3 Main Ways. 



1. Help individual Identify & Narrow Gaps 

  • Understanding where you are now & where you want to be
  • What Action can you take to close up the Gaps along the way
  • Pros & Cons of doing/ Not doing so
To Register A Complimentary 1-to-1 Session Click Here: Review Complimentary Session

Testimonial Received from #ThamsupwJess 1 hr Investment Zoom Discovery: 
Testimonials Review Page : Testimonial


2. Advocate & Empower  busy working adults to start investing Today. 
Register an Investment Zoom Class :Complimentary Investment Zoom Session








3. Create Opportunity to help individual to explore Alternative sideline income

To Register & Find out More, Click Here: INVESTMENT AMBASSADOR

The candidate focus would be:

(1) to advocate & share the experience he/she has gained from attending an Investment Zoom Session and to

(2) encourage & Influence his network to also attend the Investment Zoom Class where we can together impact & Educate more working adults to start Investing in our small great ways.


The Investment Zoom Session deliver personalized investment solutions to help individuals work toward their long-term financial goals. To do so, Individuals would be educated on Basic Concepts & Strategies of Investments. To help individuals make better informed decision to get started in Investing, Through this 1 hour Session, they would get to better understand the gaps between where they are now to where they want to be, concrete action plan would be customized to empower individuals to take action. In addition, there will also be sharing of the Market insights as well as the History Trends & patterns to help individuals better understand the past in order to seize opportunities of Today.

 

Responsibilities

  • Be open-Minded to learn & impact lives
  • Committed to understanding the Work he/she is task to do
  • Believe in what he/she is doing
  • Advocate & Encourage Network to participate in this Journey Together


Criterias:

  • Compulsory to Attend a 1 Hour Investment Zoom Session
  • Attend an Interview Session
  • Attend Regular Weekly Ambassadors Training/Reviews
  • Personal Belief that This sideline Hustle can exceed your Full Time income if you put in effort
  • Accountable & Responsible


Working Hours:

  • Flexible - on time on target
  • Performance will be reviewed regularly.


Feel Free to check this link out: https://linktr.ee/thamsupwjess


Disclaimer:

This post is not regulated by MAS. The Adviser is in a regulated industry by MAS.

This advertisement is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. Any views expressed are the views of the speaker and do not constitute investment advice. The underlying assumptions and these views are subject to change. We accepts no liability whatsoever for any direct or indirect consequential loss arising from the use of any information, opinion or estimate herein. This shall not be construed as the making of any offer or invitation to anyone in any jurisdiction in which such offer is not authorised or in which the person making such offer is not qualified to do so or to anyone to whom it is unlawful to make such an offer.



Chapter 2: REASONS I JOINED THE FINANCIAL INDUSTRY & THE TYPE OF ADVISOR IM STRIVING TO BECOME

 A little Background Information About My Past so you can better understand who am I, and who are you potentially gonna work with for the rest of your life. 

My dad passed away when I was 10 years old in an unforeseen Car Accident. 

Being brought up in a family where, both my parents were not financially educated, my family and I were not prepared for this circumstance at all. As a result, we lost our home, constantly found ourselves moving from one flat to another, long story cut short, it took my family more than 15 years to overcome this ONE single misfortune. In this whole teenage to adulthood journey, I moved a total of 4 times. Downgrading our family lifestyle from a 5-rm HDB flat to even a single room rental flat. Experienced changing school, meeting 3 different step-fathers and no sense of belonging everywhere I go. 

Hence, as someone who have experience losing the sole breadwinner in the family, as someone who have to constantly worry about money of daily meals, school fees, and surviving, I sincerely know what it is like to experience the consequence of improper or inadequate financial planning. 


In conclusion, I took this life experience into my own hands that creates this burning desire for me to help more people to be Financially educated and to be financially able to at least have a CHOICE to make a decision for a better life ahead. 

With that, I choose to join the Financial Advisory Industry so that I can impact lives in my small little great ways that at the same time, have the right license and right knowledge and methods to do so as representative in a regulated industry by MAS. 

This can provide my clients, and the people that I crossed path with that I am someone who is license to provide proper advisory to guide you into making the most informed decision to change your life to be a better one. 

Rest Assured, that with my personal life experience, this is one reason why I do not believe in transactional relationship( which means just forcing people to buy products/do business with me). 

WHAT KIND OF AGENT AM I STRIVING TO BECOME?

My Personal experience of agents that service me until Today. 

Personally, I have two agents from two different company. 

I got my very 1st agent/policy, when I was in Secondary school as I was a National Rock-Climber. Hence, my sports was considered high-risk and is prone to injury. Thus, I needed to get myself insured. So as a young teenager, i didn't know much about financial planning back then, do not know where can I find proper advisory, so I just went online to search for one. An agent contacted me shortly and met me downstair my house coffee shop and proposed 2 accidental injury policy for me to choose. 

He just summarised the cost difference between the two product and told me to choose whichever is the most comfortable for me, so I did. As I did not know what kind of questions to ask, since I do not know what I do not know right? With that, I got my 1st policy. So since then until now, this agent has never once, do a review with me, educate me in financial planning even as I grew older, never once wish me happy birthday on my birthday, nor text and follow up with me yearly to check in on me. 

When I joined this industry, out of curiosity, I asked him, Why haven't he do the above mentioned service to me before? He replied that it was just personal practice and he was not just treating me this way, it was to all of his clients. But he also said that, he will however, when contacted, he will respond.

Thus, now that I'm in this industry, I learned to slowly grow to become someone who I wanted to be treated like, not to be someone who is like my own advisor since I didn't like to be treated that way. 

In summary, the Advisor that I am striving and learning to become, is someone who you can talk to as a friend. Someone who (1) makes people feel comfortable talking to in and out of work related to my profession. (2) Someone who is accountable and Responsible as to be able to be there when I need help or advice, (3) someone who offers transparency to share all pros and cons that I need to allow me to make informed decisions. Lastly, Someone who is (4) humble and constantly seek for growth in this imperfect world. 

This is the kind of advisor I'm putting conscious awareness to work to become. I'm not perfect and I will never be because there is no way I can satisfy everyone in my life or in my business. What I can do within my means and moral ethics, I will to my best ability. I think a product should never be sold, but to be properly prescribe.

All I look for in my partnership career with all my potential clients is the understanding that no one is perfect, and that we all have rooms for growth in this financial journey together as long as we have with faith, trust and friendship. 

With that, I hope you get to understand me a little better today.


Chapter 1: What is "ThamsupwJess"

 


Hi there:) My Name Is Jessica Tham, you can call me Jess in short.

I am a Singaporean, Chinese. 

I'm a Full Time Senior Associate Financial Advisor at AXA Insurance Pte Ltd. 

I joined the financial industry since 26th April 2019, I'm a MDRT Achiever which represent the Top 10% in the Financial Advisory Industry. 

I'm working towards COT which represents the Top 5% in the industry so that i can gain more time and freedom to provide additional value to my clients in ways as a MDRT I could not do so in a sustainable way. 

I started the #ThamsupwJess Community to help like-minded individuals to get together to achieve a common goal- Secure lifetime Passive Income. With this, I'm also on my way to build a 300 lifetime clientele by age 30 so that I can secure my own financial independence while spend the rest of my life growing through retirement with all my clients. 

"You do not hire me to work in a world of probability; you hire me to work in a world of consequences."

The ownership of website/social media account (e.g Facebook/instagram Profile/linkedin profile/Blog) belongs to a representative of AXA Insurance Pte Ltd. I/My Unit/My organisation am/is wholly responsible for the content contained in this website/Facebook Page/ Blog. It only contains my/my unit/my organisation views, thoughts, and opinion. The website/facebook page/social media account is for informational purposes only and is not endorsed by AXA Insurance Pte Ltd nor does it constitute any official communication of AXA Insurance Pte Ltd.


WHAT IS #THAMSUPWJESS? 

#Thamsupwjess is a community that I set up as a form of personal branding to differentiate myself from other advisors from the same company or even the same industry. This helps me to create a unique identity to people who see values and principles in the way I carry myself and my business. 

THAMSUPWJESS the brand name came about in relation to my name and my business quality.

Where it can instantly gives an understanding to viewers of my post/exposure of my brand that, an experience with me will certainly be worth a "Thumbsup" which symbolises a very good quality, and positive experience which people would personally recommend to others whom they care about. 

I'm an advisor that focused on building long term partnership than a transactional relationship. 

I believed in providing value to others first, giving, before receiving. 

I love meeting new people, building new networks and impacting people life even without a sale.  I feel a sense of fulfillment when people appreciate the effort I put into helping them gain new knowledge or a new perspective of things. 

My career goal is to build 300 Lifetime clientele by age 30. So that I can focused on building relationship with all my clients and witness the growth of each other lives together, best of all, I hope to retire with my clients. 

I am not perfect. I will never be. But I will promise to do my best in everything. 

I can assure you, along the way, I may make some mistakes, But i'll learn from it to serve you better. 

I am the kind of advisor that tells you, I don't know and let me get back to you than those who try to fluff or smoke their way through. I am more of a friendly person than a serious advisor. So if you're looking for someone who you can talk to about anything apart from my service, im open too! 

If you are looking for an advisor who is able to be there for you beyond just a sales advisory, like a friend, and able to impact your life beyond products and sale, Consider me. My company have many exciting events set up under our I'preciate initiative to allow us to appreciate you better. 

MY PERSONAL STORY on why I choose to join this industry CAN BE FOUND IN THE NEXT POST. CYA ~

Most Popular Post