Xue Ci
AIA FA Financial Consultant
Authorised Representative of AIA Financial Advisers Pte Ltd (Reg. No 201715016G)
Upon graduating from NTU, Xue Ci swiftly entered the field of financial consulting after completing an internship with AIA. During this internship, she had the chance to create a comprehensive financial plan for her own family as a case study. It was during this process that she realised her family lacked adequate coverage and her parents did not have sufficient passive income for retirement. This realisation motivated her to take action and optimise their coverage.
Since then, Xue Ci has been instrumental in assisting numerous families and individuals in reducing their premiums through portfolio restructuring. Additionally, her personalised and detailed planning, along with user-friendly excel tools, have empowered many to achieve financial freedom 5-10 years earlier than anticipated.
Xue Ci’s aspiration is to create a community of 500 working professionals and families, ensuring that they have proper insurance coverage while simultaneously helping them fulfil their short-term and long-term goals, so that she can bring them from where they are now to where they want to be.
It all starts with proper planning. The goal isn’t to live forever, but to create something that will.
Xue Ci is committed to delivering personalised attention to each individual she works with. Xue Ci strives to go above and beyond to meet her clients’ needs and exceed their expectations. By offering ExclusiveCare, she ensures that her clients receive specialised and tailored financial advice, comprehensive support, and a high level of care throughout their financial journey.
Xue Ci values building long-term relationships with her clients. She aims to be a trusted advisor who is there to support them throughout their financial journey. By understanding her clients’ evolving needs and providing ongoing guidance, she strives to help them adapt and succeed in different stages of life.
Xue Ci believes in transparency and ensures that her clients have a clear understanding of their financial situation, recommended strategies, and any associated risks. She provides open and honest communication, making sure clients are fully informed to make well-informed decisions.
Xue Ci is a specialist in providing financial advice specifically tailored to the needs of medium to high net worth individuals. However, her clientele encompasses a diverse range of backgrounds, including fresh graduates, young families, and retirees. Regardless of their financial standing, Xue Ci is dedicated to offering personalised guidance and support to all her clients.
Which category resonates with you the most?
To help you take ownership of your wealth and plan your financial life, setting and achieving realistic goals.
To protect what’s precious. Helping you manage your wealth, making sure all your bases are covered.
To live a financially free life, helping you make informed investment decisions, growing your wealth in a way that suits you
To ensure that you live a life that outlives you, having enough at the end of time.
For mortgage insurance and understanding where your property fits in your financial portfolio
To ensure that your assets are passed down to your loved ones, keeping your legacy and loved one protected.
Protect the benefits and health of your employees, dependents as well as the company itself.
A brief 20-minute conversation can provide clarity for your financial concerns. Schedule a session with Xue Ci at your convenience, and she will assist you in identifying any untapped potential in your assets, maximising your passive income, and ensuring your family’s security.
Through this conversation, you will develop a better understanding of your current financial position. It will empower you to set more informed financial goals and make wise decisions that will benefit both your future and your family. Take this opportunity to gain valuable insights and take control of your financial well-being today.
Authorised Rep of AIA FInancial Advisers Pte Ltd (Reg. No 201715016G)
Wang Xue Ci (RNF Code: WXC300578244)
AIA FA Financial Consultant
AWM Group
* Financial Disclaimer: It should be noted that results, earnings and income claims made are based on clients’ individual background, capacity, goals and experience. There is no assurance that examples of clients’ results can be duplicated in future. We cannot guarantee your future results and/or success.
