Your Financial Future
STARTS HERE 

Your Financial Journey GPS
#BuildingABetterLife
#BeTheLifeMaker

Hi, I am Ziying Lam.

I joined the financial planning industry since 2016. As a CFP CERT TM practitioner, I believe in the importance of having holistic financial planning with a logical and systematic approach.

 

I created the V.O.I.C.E system, which I believe brings clarity to shape my client’s ideal life.It has helped me to propose financial solutions that align with the life that my clients want.

 

Plan your future today and live the life you want tomorrow. Let’s start today.

V.O.I.C.E System

Visualize

 

The first step of any planning is to know what you intend to achieve. 

 

Most people feel clueless about the future. Don't worry!

This is why I am here to give you some ideas.

Organize

 

Some people think they have more than enough, some people think they need more in order to achieve their life goal.

 

Let's work out together to find out what you have, and if they lead you to your life goal.

Implement

 

You have identified your life goal, next, you have to start moving in order to reach there.

 

Let's draw the roadmap to identify the best route for you!

Commit 

 

Life journey is a long journey. With a good roadmap, it takes commitment and consistency to reach your life goal.

 

I am here as your life journey buddy to support and accompany you along the journey.

Evolve

 

Timely tracking and review is important to ensure you are travel on the right track, and accomodate to any unforeseen circumstances during the journey.

My Achievements

Top Rookie
2012
Million Dollar Round Table (MDRT)
2013 to 2015
Court of the Table (COT)
2016 to 2018
Chartered Financial Planner (CFP)
2016

Videos

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