31/05/2025
Event Title: The Synergy of the Finance Industry: Unlocking Opportunities Within the Financial Career
- Presented by: Holistic Finance Group
📌 We are delighted to invite you to an insightful and inspiring event — The Synergy of the Finance Industry: Unlocking Opportunities Within the Financial Career. Hosted by the Holistic Finance Group, this session brings together professionals from diverse corners of the finance world to explore the transformative power of integration within the industry.
Our distinguished speakers — Katrina Leong, a Will & Trust Consultant, Gracelie Chong, a Wealth Planner, and Johnson Wong, a Unit Trust Investment Consultant — will share their expertise on how collaborative, cross-functional approaches are reshaping the landscape of financial services.
This event is designed to:
🔹Demonstrate the Benefits of Service Integration: Discover how interconnected services within the financial sector can enhance efficiency, improve client satisfaction, and create seamless financial planning solutions.
🔹Illuminate Expanded Career Pathways: Learn how cross-disciplinary collaboration opens new doors in the finance field, allowing professionals to broaden their skills, deepen their expertise, and advance their careers in meaningful ways.
🔹Highlight the Broader Social Impact: Understand how a holistic financial model contributes to society by promoting financial literacy, fostering inclusion, and encouraging responsible investing for a more sustainable future.
🔗 For early registration, you may scan in the QR Code or click in:
https://forms.gle/BWgDLL6xsVPsLgnr6
(Limited slots are available.)
🚻 Ideal for the general public, this session is particularly recommended for students of business, finance, and investment disciplines, as well as early-career professionals seeking to understand the evolving dynamics of the financial sector.
Join us as we delve into:
✅ The necessity of integrating financial professions to meet the demands of a modern economy.
✅ The emerging opportunities that arise from a unified financial industry.
✅ The societal contributions made possible through professional collaboration and a shared commitment to financial wellbeing.