Sheena Choo
Financial Educator
Sheena is a dedicated Financial Educator who emphasises on the importance of financial education. She specialises in working with families and millennials, educating and guiding them through their financial planning journey. She also constantly strives to expand her financial knowledge in order to benefit and value-add to her clients in the long term.
As a member of a family of 6, Sheena grows up well protected and supported by her parents and siblings. While her parents focus on building their wealth, there was not much emphasis on protecting their wealth and that exposes them to financial risks that could hurt their finances and retirement nest egg. Over the years, Sheena has helped to enhance her parents’ and siblings’ protection gaps which provides a peace of mind and assurance for the family in times of need. Now, she hopes to spread the importance of proper financial planning with as many people as possible and guide them through their journey.
“Through financial literacy, you will gain the knowledge to build a secure Financial Home.”
Principles & Values
Trust and sincerity are two important values Sheena holds close to her heart. If there is no trust, there will be doubt and uncertainty. To build trust, it takes time and work. But when trust is established, then there will be effective communication and understanding, which Sheena values as an essential component in building long lasting relationships with her clients.
Belief & Interest
Sheena believes that by sharing financial knowledge to individuals and families, it empowers them to make better financial decisions and assist them in moving towards their financial goals. As circumstances can change as we move through life which may impact our financial plans, she also ensures that contingencies are in place.
She also emphasises on finding a balance in all aspects of life – career, personal, social and family.
She promotes a healthy lifestyle through balanced meal plans and exercise and strives to maintain work-life balance – spending quality time with loved ones and working towards her financial goals.
Testimonails and Referral Notes
Wall of Trust
Lee Ai Tee
Lucky Phua
I was introduced to Sheena through a friend.
Due to my busy schedule, Sheena and I mostly conversed through phone and email. She was able to understand what I wanted through our conversations and was efficient in coming up with solutions that can meet my current needs – building my retirement nest and tax savings.
After meeting her, I found out that the funds in my SRS account could be better utilized. She showed me how I can use the funds to enhance on my retirement plans. With her recommendation, I am able to generate 1.88x more in 20 years, than what I would have accumulated by leaving it idle in the bank account. My investment will have a return of 203% at the maturity of the policy. I also get the flexibility of withdrawing the funds after 5 years.
Emily Chng
She is very patient and takes the time to explain every detail thoroughly, even using charts to help me better understand. She is also incredibly friendly and has excellent communication skills, making her explanations clear and easy to follow.
Huijun
One quality that best describes her is her proactive guidance. She makes a genuine effort to reach out and provide valuable advice. For example, one of the financial plans I have was recommended by her, and I feel it has truly helped me grow my wealth. I am very thankful for Sheena's support and expertise.
Jia Xin
I was initially unsure about the transition when my previous agent left the company, but Sheena took over my policy seamlessly. She was very friendly and made the whole process much less stressful. I really appreciate that she takes the time to understand my needs and never pushes me to take on more than what’s necessary. She also provides valuable advice on where I can park my spare cash based on my financial goals. Overall, I’ve had a very positive experience working with her!
Koh Yik Cheng
During my self-funded bachelor's education, Sheena helped me plan my finances. She also suggested a short-term fixed deposit policy which allowed me to lock in funds, ensuring I had enough for my final year of studies. This policy also provided a return, further easing my financial burden.
I'm fortunate to have Sheena as my agent. She's not just an agent; she's like an elder sister, ensuring I manage my finances properly. She is genuine and passionate about her work as an insurance agent, dedicated to ensuring her clients receive proper coverage, close financial gaps, and utilize their funds wisely instead of letting money sit idly in the bank.
I have recommended her to my friends and will definitely continue to recommend her to anyone seeking financial advice.
