Career Discovery Seminar
THE NEXT LEVEL OF GROWTH
Three Speakers. Three Unique Stories. One Raw, Thought-Provoking Evening.
None of them started here. On 26 August, three of our Associate Directors take the floor to tell you exactly how they got from there to here. The decision, the first two years, and what the work looks like now.
Closed-door, three unfiltered journey, and an open floor at the end.
Date: 26 August 2026 (Wednesday)
Time: 7:00 PM – 9:00 PM
(Light refreshment will be served from 6:00pm)
The Questions You're Actually Asking
Everyone who makes this move arrives at the same three questions.
I don't have the network for this.
Almost everyone asks this about year one. Olivia will tell you year one was fine because the people who know you tend to show up.
It’s year two, when that goodwill runs out and you still don’t have a system, that decides whether you’re still here. She’ll tell you what she built in between.
I know I want something different. I don't know what.
Knowing you want a change isn’t the same as knowing where to go, and most advice you’ll get just extrapolates from your résumé.
Sherene spent a full year on exactly that question before she moved. She’ll take you through how she worked it out.
What if it doesn't work out?
You want the mechanics, not the motivation:
- how long it takes to find your feet,
- what it asks of you, and
- how you’d know early whether it’s working.
Meet Your Speakers
Three professionals who started somewhere else entirely but built a practice here from a standing start.
OLIVIA LI
Lessons from Adversity to Opportunity
Olivia came to Singapore on a scholarship and spent seven years as an ICU nurse – the sharpest end of the ward, the sickest patients, and the families who ask the hardest questions. It taught her how to be trusted by people on the worst day of their lives.
She began in financial advice with no local network to lean on and no head start, and she is candid that the early stretch tested that. What she will talk about is what she built from there: a practice, then a team, and a way of leading it that she went outside the firm to learn. Her theme is a simple one: whatever is in front of you is raw material, and what you make of it is the entire job.
HENRY LIM
Building a Career Around the Life You Want
Henry spent five years in compliance, close enough to this industry to understand precisely how it works, and far enough from the front line to want a different seat in it.
His case is the practical one, and he makes it without dressing it up. He wanted control over his calendar, room to travel, and now, with a young child – the ability to ease off for a season and pick the pace back up without that becoming permanent. He will also talk about progress that doesn’t depend on someone above you moving first, and about how he sized up the downside before he took it. If you want the arithmetic before the inspiration, he is your speaker.
SHERENE LUA
Finding Autonomy and Purpose in Your Life
Sherene spent seven years teaching in a primary school, where what she cared about most was the part of the job that shapes how a child makes decisions for the rest of their life.
She moved into financial advice because she saw the same work in it, with the audience changed from children to adults. What drew her specifically was autonomy: the ability to look at the person in front of her and recommend what she genuinely believes fits them, which is also why she chose a Privately Owned firm over a tied agency. She spent a full year on the decision, and she will take you through exactly how she made it.
The Ecosystem
Give Yourself An Unfair Advantage
Insurance Support
& LIME
Turn hours of research into minutes. Partner with 17 Life Insurers to ensure the best coverage.
Our proprietary tool LIME (Life Insurance Made Easy) and our dedicated in-house Insurance Business Support team (led by Michelle Ee) handles the heavy lifting of product comparison and underwriting.
Investment Support
& Harverz
¡Don’t lose clients to rigid portfolios. Access a massive menu of Managed Accounts and Private Markets.
Backed by our In-House Investment Team (led by Victor Wong & Sani Hamid) and our proprietary analytical engine Harverz, you can construct superior, data-driven Target Allocation Portfolios with precision.
Open
Architecture
No bias.. Just a platform designed to accelerate your success.
Move away from a “Product Push” mentality to “Client First” advisory, building a recurring-revenue business that grows in value every single year.
Event Programme
Registration & Refreshments
Arrive early to settle in, grab a bite, and meet your peers before the session begins.
Welcome Address
Setting the stage for career reinvention and outlining the path to true ownership.
Consultant Experiences (15-Min each)
Olivia, Sherene and Henry each take the floor for 15 minutes: how they decided, the realities of their first 24 months, and what they know now.
Panel Q&A Session
All three speakers return to the stage for a candid, open Q&A session. Ask the hard questions about transition, support, and building a practice.
Networking & Breakout Sessions
Confidential, open conversations with the speakers and Financial Alliance leaders.
Event Concludes
Closed-Door Session
Take the Next Step
The vehicle you choose determines how fast you get to your destination. Don’t spend another year in a career that doesn’t compound. Secure your seat today.
🗓️
26 August 2026 (Wednesday)
🕖
7.00pm - 9.00pm
(Light refreshment will be served from 6pm)
This is a closed-door session with limited seating.
If you have received this invitation, it is intentional.