Ellegiance Training and Consultancy

01/10/2026

Building AUM: The Opportunity Too Few Talk About

My Reflections After Conducting My Recent Investment Masterclass
One of the biggest insights from my recent Investment Masterclass wasn't about markets, products, or investment strategies.
It was the realization that many Financial Advisors are still not fully aware of the long-term benefits of intentionally building Assets Under Management (AUM) and leveraging it as a sustainable wealth-building model.

There is no shortage of talented advisors in our industry. What is often missing is the guidance, mentorship, and practical roadmap to help advisors grow their practice beyond transactions and into a scalable business.

For years, I've observed that while AUM-based advisory models offer tremendous opportunities for recurring growth, stronger client relationships, and long-term business value, this knowledge has not been promoted widely enough within the FA community.

That's exactly why I am passionate about conducting these masterclasses.
My goal is simple:
✅ Share practical strategies
✅ Help advisors shorten their learning curve
✅ Provide clarity where uncertainty exists
✅ Support advisors in building a sustainable and valuable practice

"The true power of investing is not simply growing wealth for clients. It is building a framework that creates lasting value for clients, advisors, and future generations."

The incredible engagement and discussions during the Masterclass reinforced one thing: Advisors are eager to learn, grow, and build something bigger. They simply need access to the right guidance and support.
Let's Start the Conversation
If you're:

Looking to better understand AUM growth strategies
Exploring how to build a more sustainable advisory business
Seeking mentorship or coaching in this area
Curious about creating long-term value through advisory-led investing

I'd be happy to connect.
📩 Send me a direct message or leave a comment below.
Let's discuss how you can accelerate your growth journey and unlock the full potential of your advisory practice.

Building AUM: The Opportunity Too Few Talk About My Reflections After Conducting My Recent Investment Masterclass One of the biggest insights from my recent Investment Masterclass wasn't about markets, products, or investment strategies. It was the realization that many Financial Advisors are still....

18/08/2026

Many have asked me how to build an AUM portfolio that helps clients grow their wealth and generate passive income through investments, while also creating a sustainable income to stay in business and achieve breakthroughs year after year.
This Masterclass offers a fresh perspective and approach to running your business, focusing on building lasting and stronger relationships with clients.
If time permits, I’ll also share unique strategies for incorporating legacy planning into your financial practice. Join us for this session and take home valuable insights to spark another breakthrough before the end of 2026!

Sign up here ! :

Join us for an exclusive masterclass on Building an AUM Portfolio in the FA Industry, where we break down practical strategies, real case studies, and the mindset behind long‑term portfolio growth. 📅 27 August 2026 ⏰ 2:00 PM – 6:00 PM 📍 PFP Signature Centre, Ngee Ann City 391 Orchard Roa...

08/08/2026

Thrilled to share my Masterclass to help you build a sustainable AUM! 🚀
Discover how I grew my portfolio from $10M to $100M, achieving MDRT/COT/TOT! 💰 Don't miss out on opening new doors for your clients and your practice!
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Seats are limited
Closing on 21 Aug 2026

06/07/2026

For over two decades, I've seen countless incredible women navigate life's choices. So often, family comes first, pushing personal dreams aside.

But what if you could have both? ✨

Managing finances empowers you to pursue your passions, gain respect, and truly be yourself.

Let's explore how to create personal financial plans, build confidence, and become crisis-proof! 💖

As a financial adviser and an Estate Planner. I guide many individual to bridge any financial gaps.

I mentor and coach financial advisers who want to do more for their clients by learning knowledge and skills to enhance their clients financial plans and bridge their gaps and in the meanwhile to have personal career growth.

DM if you want a 2nd opinion or you need a mentor in this industry

04/07/2026

This year feels like a huge moment, a chance to truly consider where we're headed. 🌟 To all the incredible women out there balancing life, family, and work, what legacy are you building? ⏳ With AI shifting landscapes, it's time to redefine your path. What's next for you? 🤔💖

✨ As a fellow daughter, wife, mother of two, grandmother, Executive Director, Estate Planner, Trainer, and Entrepreneur, I'm here to empower you to find your identity, achieve financial independence, and take control. 🚀

Stay tuned for my next post to discover how! 💫

06/10/2025

❓ Did you know that you can transfer your property to a trust after your passing?

✔️ There are several advantages to doing so, most importantly, it helps protect your property from creditor claims and division in a matrimonial settlement.

📞 Talk to me to explore the various ways to manage your property after death.

27/08/2025

Do you know as if 1 Feb 2024 CPF allow nominees and family members access your CPF account info?

If you have other plans DM me.

27/08/2025

Why you need to have a LPA done asap!

You do not want to leave decision making of your personal preference of care giving to others. You may not like the outcome.

Follow me to find out more.

18/08/2025

👪 Parents, have you ever thought about safeguarding your family's future?

Let's delve into a topic that may not be the most exciting, but it's undeniably crucial: Will Planning. Think of it as a safety net for your family's future. By having a solid will in place, you ensure that your hard-earned assets are distributed according to your wishes, providing stability and security for your loved ones even when you're not around.

✅ Ensure your children are cared for
✅ Prevent family disputes
✅ Allow you to choose beneficiaries
✅ Provide peace of mind for the future

Join us at our Will Planning Seminar and ensure peace of mind for you and your family. See you there! 📅✨

Date: 9 September 2025, Tuesday
Time: 6.00 PM – 9:00 PM
Venue: Keppel South Central, Lvl 4, 10 Hoe Chiang Road, (S) 089315

Register at: https://summitplannerscluster.com/campaigns/will-planning-seminar-2025?design=3&code=0Q061&slot=5

Terms & Conditions apply.