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Life's Journey, Plan with Purpose
Meet Zhi Ann: Your Financial Services Consultant @ LegacyFA
🧑💼 Who Am I?
I’m Zhi Ann, a Financial Services Consultant with LegacyFA.
I’m not here to throw jargon at you — I’m here to walk this financial journey with you. Having worn many hats across different industries (from Muay Thai coach to delivery rider), I bring real-world perspective and empathy into every plan I build.
📊 What Do I Do?
I help people like you plan wisely for the road ahead through:
Comprehensive Financial Planning
Risk Management & Insurance Solutions
Wealth Accumulation Strategies
Property Advisory & Mortgage Planning
Estate & Legacy Planning
Corporate and Business Solutions
Financial Product Matching — No fluff, just fit
Whether you're buying your first home, planning for kids, or thinking about your parents’ retirement — I tailor strategies that align with your life goals.
📅 When Did I Join?
I started exploring this industry in early June 2024.
After 6 months of deep learning, mentorship, and equipping myself with the right tools and frameworks, I officially stepped into my role — with one clear mission:
To help people avoid blind financial decisions and start making intentional ones.
🤔 Why Did I Join Financial Advisory?
Because I’ve been on the receiving end of bad advice before.
I once bought an insurance plan from a friend without understanding it. I canceled it later, confused and frustrated — but that moment sparked something in me.
I didn’t want others to go through the same thing.
So I dove deep, studied hard, and chose a path where I could combine empathy, strategy, and trust — to guide others in making decisions they can stand behind.
🔎 How Do I Plan for YOU?
I don’t believe in cookie-cutter solutions.
I ask questions that matter. I learn about your life stage, values, and aspirations — then I craft a plan that balances:
✔️ Protection – because stability gives peace of mind
✔️ Growth – because your money should work for you
✔️ Flexibility – because life changes
✔️ Legacy – because impact matters
Our relationship doesn’t end with a product. It begins with a conversation.
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