How are we different?
We are not a large agency, so we have been very intentional about how we mentor, how we train and how we create and nurture a close-knit culture. These three elements are part of our company ‘DNA’, articulated by our leader Cheng and relentlessly lived every day. This has allowed us to serve companies, families and individuals of all ages and stages faithfully since 2010 while building up a strong, united team. We believe few agencies can claim the breadth and depth of experience and expertise in the financial planning solutions we offer.
We are not a large agency, so we have been very intentional about how we mentor, how we train and how we create and nurture a close-knit culture. These three elements are part of our company ‘DNA’, articulated by our leader Cheng and relentlessly lived every day. This has allowed us to serve companies, families and individuals of all ages and stages faithfully since 2010 while building up a strong, united team. We believe few agencies can claim the breadth and depth of experience and expertise in the financial planning solutions we offer.
Radical, supportive training with great teachers and guides
Effective mentoring is your pathway to success in this industry, that leads to better retention and fulfilment.
Our mentoring is distinctive, based on recognising that your journey is unique.
We have the mentors to help you succeed across corporate, retail and high net worth clients, an ability not many agencies share.
- Different client types are engaged differently – we know how and we show you how.
- We groom you at the pace just right for you.
- We combine this guidance with deliberate teaching and support to enable your continual growth.
- We aim never to let you feel alone, overwhelmed, or under-supported, but we will speak truth to you in a loving manner where needed.
Our mentoring is distinctive
based on recognising that your journey is unique.
Relentless, Integrated Training Through Great Material & Trainers
Our training is distinctive because we steward you in your life journey. You are more than the work you do for us. We are well-positioned to properly build and enable the foundations for your success with corporate, retail and high net worth clients.
This is how we are distinctive:
We train you to engage corporate clients
We train you to engage corporate clients. Every one in the team must know this. This is the foundation for vital skills such as engaging larger groups, corporate sales and marketing, and being able to negotiate with senior representatives.
The Right Training at the Right Time for you
We do not believe in ‘cookie-cutter’ solutions, but the Right Training at the Right Time for you. We work actively with you to sift through the many trainers and resources out there to identify those relevant to you, and we will sponsor this training where needed.
Team-based approach
We have you adopt a fundamentally team-based approach in managing any kind of customer.
Caring, Creative Community with
Our Culture
Our leader Cheng has modelled and inspired a genuinely supportive, open, and caring environment.
- We provide a Safe Environment founded on our B.U.I.L.D.E.R.S Values.
- Our Mission and Vision help us create a place where you can belong and be open, and where you can help others to improve, while being helped in turn.
- We actively Build and Bond a great team through our events and activities – you are definitely more than just the work you do with Builders. We know how to have fun!
Our Culture
Our leader Cheng has modelled and inspired a genuinely supportive, open, and caring environment.
Financial literacy is a real gap in society.
(Then) Senior Minister Tharman Shanmugaratnam shared in Parliament (Feb 2020)* that only about 1 in 5 feel that they are knowledgeable about investing, and many don’t know when to start planning for their finances.
and Our Giving
Our Social Good focus harnesses our knowledge and expertise to serve others. We do so by conducting pro-bono courses and webinars on financial literacy to a wide range of audiences.
In our increasingly volatile, dynamic world, there is an urgent need to raise the level of financial literacy to help people make prudent financial decisions and not to fall for scams. The digital world means more convenience and better and faster services, but also an increased exposure to higher risk products, which requires a higher level of financial literacy.
This need cuts across all sectors of society. Operating from our strengths, this is a need that our knowledge and expertise gives us a unique ability to address.
- As part of our Social Good effort, we help conduct pro-bono coaching and teaching to a wide range of corporate and lay audiences on financial literacy.
- We aim to teach 2,030 people by year 2030.
We also serve the less fortunate through partnerships and more conventional direct help (donations, and deliveries of food) regularly. As we have been blessed, so we must bless others.
* Source: Reply to Parliamentary Question on financial literacy of adults in Singapore, published date 3 Feb 2020 https://www.mas.gov.sg/news/parliamentary-replies/2020/reply-to-parliamentary-question-on-financial-literacy-of-adults-in-singapore
Are you ready?
