Sarah Go

B.A, LLQP

Sarah provides support to the advisers by fulfilling client requests and updating client information to ensure that their accounts are up to date. She also sets up annual reviews so that the client is updated with the status of their policy or investments.

She has a bachelor’s degree in mass communication and a diploma in marketing which helps her relate and connect with clients.

Sarah passed the exams and got her life license in September 2023. She is steadily taking in her own clients and is working towards developing herself to become a certified financial planner.

In the mean time, she maximizes her current opportunities by learning on the job through collaboration with other advisers. She applies these learnings during other daily tasks and interactions with clients.

Sarah is new to the industry but brings an enthusiastic and curious attitude eager to learn the ropes of financial planning, insurance, and investments.

Outside of work Sarah enjoys spending time with family and friends by exploring new cafes, restaurants, and nature. She is also trying her hand at design by making layouts.