Mavis Peh

Mavis Peh

client adviser

Biography

Mavis Peh is a dedicated financial adviser known for her exceptional ability to navigate the complexities of financial planning with a personalized touch. Her career is marked by a seamless transition from a role as a personal assistant at a leading insurance firm to becoming a sought-after financial adviser.

Her journey into financial advising began with her tenure as a personal assistant, where she gained invaluable experience supporting senior executives and managing high-stakes client interactions. This role provided her with a solid foundation in financial products, risk management, and the intricacies of client service, laying the groundwork for her future success in financial advising.

Leveraging this experience, Mavis embarked on her career as a financial adviser, where she quickly distinguished herself through her analytical skills and client-focused approach. She specializes in developing tailored financial strategies that address her clients’ unique needs, including wealth protection, investment planning, retirement solutions, and wealth management. Her deep understanding of insurance products, coupled with her strategic insights, allows her to offer comprehensive and well-rounded financial advice.

Mavis‘ commitment to excellence and client-centered approach continues to make a significant impact in the financial advisory field, as she works tirelessly to help her clients achieve their financial goals with confidence and clarity.

Mr Kai

Accounting and Corporate Secretary Lead at BlockOffice

"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.