PLAN WELL WITH SHIXIN

Insurance should be professionally prescribed, not sold.

PLAN PROFESSIONALLY

WITH SHIXIN

Insurance should be professionally prescribed, not sold.



INVESTMENT STRATEGY

Specially designed to help you achieve your financial and life goals


ASSET PROGRESSION

Receive guidance to build your retirement nest egg and live happily ever after


PORTFOLIO ANALYSIS

Careful examination of your portfolio to help you maximize investment returns

HEALTH AND LIFE INSURANCE

Guarantee yourself and your loved ones the best and most reliable coverage

Why work with me?

I started my career in sales at the age of 13, helping out at my cousin's female clothing stall on Bugis Street. Since then, I have been constantly working as a part-time sales promoter for various brands at electronics stores in Singapore while I was studying. I have always found sales to be a very enjoyable process. It allows me to educate customers about products and services, identify their needs, and provide solutions to their problems.


When I started working as a financial consultant while studying at the Singapore University of Social Sciences (majoring in Human Resource Management) in 2020, I found that my university experience truly resonates with my values and aspirations in sales.


As you may know, insurance agents are often seen as money-driven, pushy salespeople. I truly believe that financial planning should be done in a professional and comprehensive manner while maintaining a comfortable environment.



I aim to provide a holistic approach, ensuring that I will do all I can to help you achieve your goals in life. This is how I can help you:

Wealth Accumulation

Life and Health Insurance

Retirement Planning

Estate Planning

Policy Review

What to expect at the end of our session:



An objective insurance plan specifically tailored for you


A simplified summary regarding on your policy that is understandable to you


Save up to 10% on your annual premiums without compromising your insurance coverage

Insurance should be professionally prescribed, not sold.

My clients' needs always come before mine.

Chen Shixin

Testimonials

Here are the comments from our beloved clients

Shixin makes the experience super comfortable. He does not hard sell and ensures that I only buy necessary policies that do not add any financial burden. He makes sure that my finances are healthy. Will definitely recommend him to everyone!

Daniel

Shixin is super meticulous He is able to identify the insurance gaps in my existing policies and duplicated coverage which helped me save at least 20% of my annual premiums. Thank you Shixin!

Ken

Shixin went above and beyond in helping me with financial planning. He has clear explanations and lays out the pros and cons of different products. I learned a lot from our sessions and received great advice in managing my existing policies.


Dinesh

Shixin is an exceptional and kind agent. He was a tremendous help to my family. My late father was diagnosed with Stage 4 cancer and we were totally lost on what to do next. Shixin reviewed all the policies that my late father has purchased and helped us with the claims although the policies are not from AIA. He was very knowledgeable of the Home protection and Dependent Protection Schemes and assisted us in the application. I am very grateful for his service and will definitely recommend him to all my friends.

Anonymous

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