CO WEALTH ADVISORY

Shirleen Chen

CREDENTIALS

MDRT 2021| MDRT 2022 | MDRT 2023 | AIA Premier Consultant | AIA Personal Wealth Manager, Bachelor in Business Management

ABOUT ME

I believe that a successful life requires the balance between Health, Wealth and Life. The journey to your financial success requires the joint effort of you and I.

I specialize in creating a smooth sailing financial journey through the planning of four phases - Wealth Creation, Wealth Accumulation, Passive Income Generation and Legacy Planning and to be the guardian of 10,000 Families & Dreams

You deserve to enjoy the fruits of your labor. Let me help you plan your well-deserved financial goals.

TESTIMONIALS

  • Friendly and willing to share knowledge with her client

    "I think she is friendly and willing to share knowledge with her client.

    The process has been fast and smooth from start to end. It is an overall good working experience working with her. Thank you very much Shirleen."

    Champion supporter ⭐⭐
    Rezuan, Pharmarcist Technician

  • A Dedicated Advisor

    "Hi Anyone who is looking for a dedicated advisor,

    I met Shirleen on a business meeting and she’s very helpful in a professional ways. I met her through her husband Jaydee! I will be more than willing to work with Shirleen because of her professionalism at work that always value add to your life!"

    Champion Supporter ⭐⭐
    Jasper, SQ

  • Truly cares for my financial well-being

    "Hi Anyone who’s looking for a dedicated advisor who truly cares,

    I’m very impressed with Shirleen’s commitment to helping me plan for my finances, she’s patient in explaining some of the concepts even though I had difficulty understanding some of them. A agent who truly cares for my financial well-being! "

    Superstar ⭐⭐
    Ben Kee, Business Development Manager

  • Feel very secure to leave my future in her hands

    "Hi Everyone!

    Shirleen is a warm and understanding lady. She always listens patiently to what I have to say and ensures that what she plans for me is as per how she would if she is in my shoes. Shirleen is also willing to go an extra mile in helping me even in my personal life. Her meticulous in work ensures no loopholes or gaps are left unattended. I must say that I am very blessed to have known her and feel very secure to leave my future in her hands."

    Champion supporter ⭐⭐
    Ivyna, Marketing Executive

  • Understood my needs

    "Hi Everyone,

    I got to know both Jaydee and Shirleen through my brother. As a fresh graduate, navigating the insurance industry with the surplus of policies and information, was super hard. I'm grateful that Jaydee and Shirleen simplified insurance and understood my needs before suggesting policies that suited me. Jaydee and Shirleen were friendly and approachable!"

    Champion supporter ⭐⭐
    Nandika, Management Associate

ARTICLES WORTH READING