Financial Services Consultant
Owen is a financial advisor who is meticulous, caring and passionate. Cultivating an honest and open relationship with his clients is one of his biggest asset to his trade.
As a young financial adviser and with his current field of study in banking & finance, he is able to provide valuable insights for plans containing investments.
Principles & Values
Being a family-oriented man, Owen understands the importance of financial stability to ensure the best for his loved ones. Owen believes that listening and understanding are essential skills to address his clients’ needs effectively. Furthermore, he values achieving emotional stability as important as financial stability.
Belief & Interest
Owen works hard for the things he feels passionate about that aligns with his values. He believes that post sales services in this industry should be improved. Knowledge is power. Thus, he is more than willing to share personal knowledge such as current economic status, different investment vehicles and risks involved in order to add value to his service.
Owens likes to keep himself updated with financial news and new market innovations in order to help his clients accumulate wealth and understand what they are investing in.
Wall of Trust
Testimonials & Referral Notes
As a financial advisor, Owen is a dedicated agent that cares about his client’s needs and concerns. He ensures that his clients are comfortable and understand the policies they are getting, which I really appreciate. He is reliable which ensures me that my insurance is in safe hands 🙂