Daisy was an avid athlete in her earlier years, taking part in many team sports prior to joining this financial services industry in 2008. Hence joining a work environment that had the same camaraderie and energy was key to her, and more so in a place where people practised Collective Individualism, by putting the team first thus benefitting the greater good and yourself included. This was the core essence of Advisors’ Clique (AC), a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd, helmed by many successful leaders which set the foundations for future generations of AC team to enjoy. 

Her key philosophy for this business is that the littlest things will set us apart and ahead of others. Things like strict ethical adherence, prompt service, doing unto others what you would want others to do unto you may seem like inconsequential actions, but if done consistently over a long period of time, would be the key to long term continuity in this industry.

Dollar Delta was then birthed with the promotion of Daisy and Jacob as directors, with many of our team’s consultants starting this industry with literally mere dollars in our pockets. We know and understand how crucial financial planning is to our generation and just like the top performers in Dollar Delta agency group, we also recognize that we need to be a cut above the rest in competence and capabilities to be able to provide the best advisory to our clients. Armed with a strict code of ethics, hard work and a learning culture, our financial consultants are ever ready to serve our clients for many generations to come.