Genuine. Purposeful. Reliable.
Prudential Senior Financial Consultant
“No matter how much we wish to do, there is a limit to how much we can give. Instead, I will teach you how to “fish” and fend for yourselves and your family,” Jean Goh asserts in the landscape of financial planning.
She champions the latter of the saying to “…teach a man to fish and you feed him for a lifetime”, having grown up with a mother who has been a financial consultant for 32 years. “I decided to jump onto Mom’s-wagon, to also become someone who can extend a helping hand and a listening ear,” says Jean, whose promise is to journey with her clients through all the different stages of their lives and safeguard them with sound financial advice.
Her specialisation is one that lies very close to heart – protection. In her family of much medical history, she has witnessed first-hand the pains of relatives passing on, but greatly benefitted from her mother’s financial planning for their families.
Embarking on a continuous journey with each of her clients is also how she sculpts generational trust, in that their children will also entrust her with their own financial planning in the future. “Not many jobs entail us to talk with people intimately, and the trust my clients put in me is motivation enough for me to be with them every step of the way,” Jean says.
She also emphasises on retirement planning: “On hindsight, even though we started early, it could be even earlier. And we want to convince others to start even earlier because it is extremely beneficial in the long run.”
Jean’s clients appreciate her patience and natural aura of swiftly building up trust with anyone. She credits this to her TAGroup value resonation with Genuine, and never approaching prospective clients with a transactional agenda.
At the end of the day, being in this industry for Jean is to celebrate any form of small wins. Being genuine is her cornerstone, and sincerely helping people is an innate trait that all her clients can attest to.
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