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Hello, i am Shi Qi
“I believe that if our intention is to do good, we really have nothing to fear."
About Shi Qi
Shi Qi has been a financial consultant for more than 10 years. 3 years ago, she made the switch from a tied insurance company to finexis advisory, because she wanted a platform that can better serve her clients' needs. She enjoys her work because she sees a direct impact in the lives of people she cross paths with, and having autonomy in how she use her time is an added bonus. As a mum with 2 young children, time is really precious - she wants to make hers count.
Many of her clients are young, busy professionals who are learning to navigate through life. They are at a stage where they are faced with lots of difficult decisions and a thoughtful guide is often what will help them reach a better conclusion for themselves.
How Shiqi adds value to her clients
Shiqi's main role is to create an insurance and savings/investment portfolio that forms a firm foundation for her clients, so that they can have a peace of mind to explore and experience life.
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Over the years, she realized that she and many of her close clients have something in common - like her, they are children who chose to assume the responsibility of caring for their elderly parents. As her own mum is nearing 60, she starts to experience a different side of her, a version that is more child-like, and grapples with issues of emotional loneliness and physical pain. This is similar to what many of her clients and friends are experiencing too. That led her to explore deeper into the area of parent care, because she found it to be such an important, yet challenging topic to approach.
“Every financial goal is like a jigsaw puzzle. We know how the picture will look like, but we must have the patience to join them together. My role is to guide you to find the pieces, and piece up that puzzle, no matter you are working on a 10-piece or a 1000-piece jigsaw.”
Parent Care
Taking care of aged parents is no easy feat. Agnes helps her clients plan ahead and prepares them mentally and financially in the event of unfortunate circumstances, which otherwise could cause them undue stress and anxiety. Planning also ensures that the parents of her clients get the best possible level of care and maintain their quality of life that they deserve.
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Areas of expertise include:
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Healthcare concierge
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Long term care planning
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Advanced health planning
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Palliative care planning
Retirement Planning
Agnes believes that retirement planning is not just about having money, but also about holding the right attitude towards living and life. She believes that ageing gracefully is also being filial, because it means that one can take good care of oneself responsibly and sustainably, and not waste the gift of life presented by one’s parents. With some discipline and the right planning approach, everyone can retire well and enjoy life.
Areas of expertise include:
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Passive income portfolio planning
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Estate & legacy planning
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CPF & tax considerations
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