"Hey, have you signed up for CareShield? Do you have a minute to talk about it?" This was how I met Mavis. Normally, I wouldn’t stop by a roadshow booth, especially after a long day, but something about her energetic demeanor drew me in.
Mavis introduced herself as a financial planner, and what struck me immediately was her approach. Instead of diving straight into a policy review, she asked about my life—my goals, my concerns, and where I envisioned myself in the years to come. Her questions reflected a deep understanding that financial planning is not just about numbers, but about aligning with one’s life aspirations.
Our conversation flowed naturally, covering everything from my career ambitions to my retirement plans. Although I considered myself pretty savvy, having bought several insurance plans early in my career, Mavis offered new insights that made me rethink my existing strategies.
Rather than offering a one-size-fits-all solution, Mavis proposed a personalised plan that truly resonated with my unique circumstances and goals. Her dedication to helping clients achieve their dreams was clear from the start.
Over the next few weeks, Mavis patiently worked with me to fine-tune this plan, explaining each step in a way that made everything click. With her guidance, I gained a sense of clarity and confidence, which was especially valuable given how overwhelming it can be to manage policies on my own.
Thanks to Mavis, I feel more secure in my financial future.
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