Pearlyn Wong - TAGroup

Pearlyn Wong

Pearlyn Wong

Pearlyn Wong

DIP FP, AFC

Prudential Master Financial Consultant

Back in 1993, Pearlyn Wong had planned to become a stay-at-home mother to her two young children but given the flexibility of a part-time financial consultant, she decided to give it a shot and see where the journey would lead her. Now into her 28th year in the industry, she is a Master Financial Consultant who has grown to enjoy assisting clients in polishing up their financial portfolios, drafting plans, and making claims in times of need. She feels the happiest when clients come back just to tell her these three words: “You’re the best!”

Outside the financial planning process, she extends her service to highlight nominations, will writing, and gives advice on lasting power of attorney (LPA). Many a time, these legalities are not something that her clients tend to think about, but she helps them realise the importance in having them as part of their lives.

With patience and sincerity at heart, she never resorts to pushiness and persistence when recommending plans. This makes it easy for clients to trust her and like a good friend whom they can trust, they feel instantly connected and are comfortable with sharing all their joys and sorrows.

Each passing year should be better than the last, she believes. Staying closest to the TAGroup value of Ground-breaking, she constantly takes her career to the next level by upgrading her knowledge through courses and improving her sales. To her, perfection is the drive to be better, and this includes the way she deals with her beloved clients. Every progress is a breakthrough, and that belief keeps her going.

Specialisations

Experience

Financial Consultant, Prudential Assurance Company Singapore

Financial Consultant, Prudential Assurance Company Singapore

Financial Consultant, Prudential Assurance Company Singapore

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Wall of Honour

What people say about me?

Pearlyn is the best and a very trustworthy insurance agent I know, one whom I am proud to recommend her service to my relatives and friends. She shows a lot of concern for her clients. She is also very patient and will always go the extra mile to offer her best service, introducing the most appropriate policy plans to meet our requirements and needs. It is not easy to have a good agent like her and I feel blessed that she has been introduced to me since long ago and thereafter, I have been consulting her for all my policy plans.

Florica FooCivil Servant

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Leong Sow Hoe

Prudential Senior Financial Services Director

A caring and dedicated mentor who weaves success stories

“Everyone has his own potential.”

This is more than a motherhood statement to Mr. Leong Sow Hoe, Senior Financial Services Director at TAG. After all he has personally groomed numerous protégés who have gone on over the years to become consummate financial consultants and capable managers.

Guided by the belief that each person possesses inherent capability and talent, he does his part as a facilitator and coach, even bringing succour when hope seems all but lost.

Describing what he does for each associate with whom he crosses paths, Sow Hoe says: “My job is to inspire and spur this person to greater heights. My job is to be there when the person is down… to urge the person, encourage the person to go even a little further to reach that which is just beyond his grasp, and to attain it, and to savour the victory.”

And done this he has. In the course of a stint of some 35 years as a financial consultant, he counts among the fruits of his labour a number who underwent a challenge-ridden transition into the insurance sector.

“I’ve seen many who have come into this industry struggling even in the initial years in the area of prospecting, to get leads, to get sales, to service the clients,” observes Sow Hoe, who is happy to report that these persons have progressed to see brighter days in their career of choice. “Today they are sitting on top of the pile in terms of sales or even management.”

And this is his promise to prospective candidates: “So to him who wants to excel in sales or excel in management, then as a mentor, my job is to identify and to help him along the way to achieve his goal.”

In Sow Hoe’s opinion, the crux of mentoring lies in role modelling. The most vital attribute of a mentor is “integrity”, and to impart this quality “one has to be transparent”. To bring this about, he holds himself to the highest standard in professional ethics and personal moral traits.

Among TAG’s four core values, the 60-year-old resonates most with the commitment to be genuine. The organisation is “not a fake front where we put up something, an artificial billboard just to draw the people in,” he assures, “but we are genuinely interested to develop people so that they can be a true professional in discharging his or her duties and responsibilities in helping clients achieve financial security.”

As far as Sow Hoe is concerned, this entails being true to one’s word, and acting on the promises one has made to a client.

For him, the name of his organisation alludes to the social media platform, Facebook’s function that allows a person to create a link to a specific friend’s profile, “so we can’t put everyone into the same mould.” Rather than doing that, the company stands for professional training and nurturing that caters to the individual’s strengths, takes account of their weaknesses, and harnesses their talents and potential so that they might attain their vision for their career.