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CANDICE TEO

Financial Consultant
Fresh out of 8 years in the healthcare sector, Candice wanted a meaningful career that would challenge her, where she could transform lives for the better one at a time.

She is an inspiring story of how a client became an adviser.

Once a client of one of the advisers in Team Eagle, Candice’s desire to become an adviser was planted after being impressed by her adviser’s sincere approach. Having encountered unethical agents in the past who sold her the wrong products, she witnessed first-hand how wrong financial advice can ruin lives, vis-à-vis how the right advice can positively transform lives.

Passion, sincerity and a special gift of lifting people’s spirits – are 3 things many would say easily describes Candice. Anchored by a strong desire to learn and a spirit of excellence, Candice has quickly learnt the skills of the Financial Advisory Business.

Candice has a loyal and fast-growing base of clients who are grateful to her depth of professional and honest advice.

Serving others wholeheartedly is part of Candice’s nature. Out of work, she allocates time weekly to voluntarily read together with children from disadvantaged backgrounds.

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WHAT THEY SAY

I met Candice through a recommendation from a friend. At the start, I was overwhelmed with the options and terminology, but Candice was very patient to sit through and explain them to me.

When I brought up what I already have and what I wanted, Candice was able to tailor everything specifically to my needs. It was impressive on how she compared all the plans and showed me her recommendation. Her expertise and attention to detail is an exceptional asset for her clients.

I would highly recommend Candice as she listens to your needs and is able to customize the plans to suit them. Her dedication to her clients, and genuine interest in achieving the best for her clients sets her apart from the rest.

Her caring, professional and ethical demeanour warrants trust and respect and I would recommend her to anyone who wants to achieve better financial outcomes.

GhazaliBehavioural Therapist

I was referred to Candice by a mutual friend. I had encountered some hiccups in my application for a hospitalisation plan and Candice came highly recommended.

Even though we were strangers when we first met, Candice was very warm, personable and approachable. She took the time to understand my needs and detailed the available options very clearly, illustrating with examples and even explaining upcoming policy changes. She helped me apply to multiple companies so I would have better and more options to choose from. At the end of the day, I’m pleased with the policy and terms I received — they were a marked improvement from the offer I had before I met her!

I very much appreciate Candice for her help, kindness, patience and professionalism throughout the entire process and will strongly recommend her services!

Ms LimCopywriter

I got to know Candice through a friend and decided to get her to work on my insurance as she is knowledgeable and explains clearly on the various policies. She also ensures that our requests are met.

Will recommend her to my friends/family

Ms RinAdministration Executive

Candice service is very good. She will ask what my needs and wants are, before proposing any insurance plan to me. She will draw out a detailed plan and then explain to me for a long term basis for me to understand.

Ms TanConstituency Management Executive

Candice is a fellow volunteer and friend at Yishun SHINE.

I was approached as a friend to meet and talk and give feedback as she is just starting out. She promised no obligations as well and I thought I would use the chance to also understand more about my current policies from a third party.

As a third party and as a friend, she was sincere in wanting to understand my financial situation and goals. She also took the time to go through and understand my policies and explained the pros and cons with me. She is genuine in wanting to understand and help her clients.

If I have a query, she will make an effort to find out the answer and get back by messaging promptly or by the next meeting.

She will also seek feedback at the end of the sessions to improve herself, something other advisors might not do.

With Candice’s help, I have better knowledge of my current financial policies.

Mr TanIT

I first met Candice in 2016 through my Wife who is one of her close friends since poly days. Candice is a genuine, down to earth and extremely humble person. No matter how you are feeling, or had a tiring day, Candice is one person who just cheers you up with her laughter and positive attitude. If you need some encouragement or a listening ear, I must say that Candice is really blessed to have such an attractive personality.

At that time, I was working with Candice as her adviser. This was before she became an adviser with our team. Candice has always been a very thoughtful and appreciative person. In fact, she is a client any adviser would dream to have. She is so appreciative that people around her just feel a sense of joy and it is so contagious (in a good way). She makes you laugh all the time with her jokes and is fun to be around with.

I would definitely recommend Candice as someone people can trust for financial advice. She works hard in constantly developing her skill set, her financial knowledge and keeping a wonderful attitude. In today’s industry where there are so many different channels to get financial advice from, finding someone trustworthy who places your best interests at heart – is becoming more and more a rarity.

As a colleague of Candice today, I am greatly encouraged by her work ethic and positivity. If you are looking for someone who cares for your well-being and who delivers a personal touch to every interaction. Candice is your go to adviser.

MattheusAdviser