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Chloe Li

Senior Financial Services Consultant

Estate & Succession Practitioner

AFP, IBF

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My Story

Chloe met her mentor in a camp while he was doing a recruitment drive. 

Since then, she started to explore this new industry and realised the importance and purpose of financial planning. Therefore, she decided to take a leap of faith into this career. 

It wasn't an easy decision to pursue a career in a completely different industry especially during a mid-career switch back then. 

Now, with over 10 years of experience in the financial planning industry, Chloe has dedicated her career to helping her family, friends, and many others that she meets along the way to achieve their financial goals. 

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