A genuine and effective coach who empowers beyond finance
AFC, DIP (Wealth Management), AMTC
Prudential Financial Services Director
Dorothy started her career in the financial services industry in 1990 and has accumulated more than 3 decades of experience. She is identified with professional growth and her commitment to excellence has earned her a lifetime MDRT and 2 times COT.
Beyond the credentials, she is lauded for her ability to guide her clients in establishing their financial goals. Her top priority is to ensure that she develops financial strategies that cater to each client’s individual needs. Her dedication to her clients’ best interests have led to them entrusting her to take care of their financial planning as well as those of their family members across the generations.
As a mentor and friend, Dorothy spends time and effort in personal coaching and guidance to empower her clients and team members to develop beyond the financial sphere. Her “never-say-die” attitude, genuine care, and enthusiasm sets her apart and brings great encouragement to them.
Resonating with TAGroup’s value of Giving, she sponsors underprivileged children internationally through non-profit organisations. Last year, she reached her personal goal of sponsoring 100 children. “Give what you have without expecting anything in return” is a motto that she holds dearly and stays true to in both her personal and professional life.
Life & Health Protection
Investments & Savings
Wall of Honour
MDRT Court of the Table (2021)
MDRT Qualifying & Life Member (2021)
APFinSA Award (2021)
Star Club (2021)
Quality Club Elite (2021)
Prudential Service Mark (2021)
Prudential Agency Pioneers, 30th Anniversary (2019)