Join Date
March 2020
Country
Gender
Male
Age
Not Specified
About Patrick Loh
I have been practising as a financial consultant with Advisors' Clique in the financial services industry for the past 18 years. My personal experience in this business have reaffirmed my belief that we are in the business of helping people protect and build their dreams, making a difference to the lives of the people that we touched.
Companies & Work
Advisors Clique - Patrick Loh
Advisors’ Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA). GEFA is a wholly owned subsidiary of Great Eastern Holdings Pte Ltd, a member of the OCBC Group.
Founded in 2001, AC is now a group of close to 600 financial consultants with a strong culture and unique identity.
In 2011 a consultative exercise involving all consultants was undertaken to establish what AC stood for, beyond the original thinking of its founders. This helped define a new collective vision which bound the team closer together, and renewed a service pledge to their clients.
With many new associates coming on board in the last 5 years, it has once again became evident that the desire "to leave a legacy by paying it forward" was prevalent.
“Thinking In Your Best Interest” is an important value which continuously guides the organisation in giving quality financial advice to their clients. This is reflected in the number of AC associates qualifying for the coveted Million Dollar Round Table (MDRT) recognition as well as the prestigious Great Eastern Achievers’ Club award.
Founded in 2001, AC is now a group of close to 600 financial consultants with a strong culture and unique identity.
In 2011 a consultative exercise involving all consultants was undertaken to establish what AC stood for, beyond the original thinking of its founders. This helped define a new collective vision which bound the team closer together, and renewed a service pledge to their clients.
With many new associates coming on board in the last 5 years, it has once again became evident that the desire "to leave a legacy by paying it forward" was prevalent.
“Thinking In Your Best Interest” is an important value which continuously guides the organisation in giving quality financial advice to their clients. This is reflected in the number of AC associates qualifying for the coveted Million Dollar Round Table (MDRT) recognition as well as the prestigious Great Eastern Achievers’ Club award.
