TAG YOUR FIRST STEP FOR SUCCESS

Dorothy Chong

A genuine and effective coach who empowers beyond finance

MFinPlan, MoSS (Professional Counselling), BBA, AEPP®,

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.

Specialisations

Experience

Financial Services Director, Prudential Assurance Company Singapore

Financial Consultant, Prudential Assurance Company Singapore

What people say about me?

Dorothy has been my leader for the past 26 years. She is a pillar of strength that I can depend on, not only on work related issues, but also on a personal level. She is an encourager and motivator. She thinks the best of her financial consultants, and she is always there for us when needed. Her patience, generosity and genuineness are traits that should be emulated.

PriscillaMaster Financial Consultant

Dorothy is a leader who is decisive, has clarity and able to earn the respect of all. Despite her wearing many hats, she is able to walk the talk by doing very well in all aspects of her life. This is something I greatly admired her of. She is able to see our blind spots and gives us the right advises to improve on ourselves. By helping me see the greater potential in myself, she gives me the confidence and courage to try different things in work and get out of my comfort zone. She contributes to a large part of my growth and I am really thankful for that.

NancyExecutive Financial Consultant

Dorothy is a competent and reliable leader. She is always readily available to offer help and guidance despite her busy schedule. More importantly, her unique ability to push people to achieve their goals while maintaining a friendly disposition makes her approachable. She is also truly insightful and with her numerous years of experience, she is able to provide quick and useful feedback.

IsabelFinancial Consultant

I have known Dorothy for close to twenty years; during this time, she has provided invaluable support in planning my family finances based on our needs. Her astute advice has empowered me to navigate the many changes in the lives of my family and myself. I have tremendous respect for her, both as a professional with exceptional financial knowledge, as well as a friend who has always been there for me.

Mr Benjamin LowVice President

A note of thanks for being such a great friend and financial consultant over the years. I appreciate your frank and sincere attitude towards each enquiry. You are one who isn’t there to sell me a policy, but to make sure that I’m matched with the right one that fits my budget and needs. You have always made sure to ask the reason behind me enquiring about a policy, putting yourself in my shoes to see my needs then recommending the appropriate policies. You will not hesitate to say no to me if you know that there is another policy that better meets my needs than the one, I enquired about. These are qualities that I don’t see in my dealings with other financial consultants. I appreciate the time you take to ensure that I understand my needs and the pros and cons of the policies. You are never pushy and always respect my decision whether I sign up with an enquired policy or not. It is very reassuring to know that you are recommending policies that you also invest in and that you have been in this industry for so many years. So, thank you for sharing your experience and insight of this ever-changing world of investment and life covers, ensuring that each policy I signed meets my future needs in practical ways.

Ms Liu Yi LingHomemaker and mother of 3

Dorothy is not just an insurance agent to me. She is also a trusted friend who is genuinely concerned about my financial well-being. She takes time to understand my goals, concerns and budget limitation when tailoring her financial recommendations based on my family’s evolving needs over the years. I am truly thankful for her partnership in achieving my financial goals.

Ms Hazel LeeRegional Content Owner with son Emmanuel

We are very fortunate to know Ms Dorothy Chong as a close family friend. For years, she has listened, understood and proposed plans and products that’s tailored to our family needs. As an industry veteran with an impeccable track record, Dorothy’s meticulous and holistic approach to financial planning strategies is second to none. As a young family, our kids and us benefited greatly from her wealth of experience. With her guidance, we were able to plan well into our future while still be able to have a comfortable way of life.

Ms Evelynne Chua & Mr Yeo Wee MengGlobal Digital Manager & Business Solutions Manager