What is your favorite travel memory?
My favorite travel memory is staying with a local family in Taiwan. It was such a rich cultural experience—sharing meals, discussing life, and even diving into financial topics. I was amazed by how much we had in common, especially when it came to investing. It showed me how universal financial literacy and curiosity truly are.
How have you changed/grown since working for your current company?
Working at (English Wizards), I’ve grown significantly in my ability to help people take charge of their financial futures. Many avoid these discussions out of fear or uncertainty, but it’s been deeply rewarding to guide them through the process, watch their confidence grow, and see them achieve their financial goals.
What is the best story you've heard from a return student?
One of the most touching stories I’ve heard was from a client who credited financial planning with saving their relationship. By working together to establish shared financial goals, they built trust and stability in their partnership. It’s proof that good financial management can impact not just wealth, but relationships too.
If you could go on any program that your company offers, which one would you choose and why?
If I could choose, I’d participate in a program focused on personal wealth building, I'd love to create this type of program for English Wizards in the near future. It aligns perfectly with my passion for helping individuals understand and grow their finances. Being part of a program that emphasizes both education and action would be an incredible way to deepen my expertise and support others.
What makes your company unique? When were you especially proud of your team?
What makes English Wizards unique is our dedication to fostering growth and resilience in our clients and team alike. We focus not only on delivering results but also on empowering individuals to face financial challenges confidently. It’s this holistic, people-centered approach that sets us apart from the rest.
I was incredibly proud of my team during the COVID lockdowns. Despite the challenges of remote work and personal uncertainty, they worked tirelessly to support each other and our clients. Their resilience and teamwork under pressure showed how commitment and camaraderie can overcome even the toughest circumstances.
What do you believe to be the biggest factor in being a successful company?
The biggest factor in a company’s success is the ability to face challenges head-on without excuses. A proactive approach and a commitment to solutions ensure long-term growth. Whether it’s adapting to market shifts or addressing internal hurdles, always bringing your best effort is what drives success.