Dina is the AG partner at Philia Advisory Group. She has over 14 years of experience in the industry and specialises in risk management (wealth protection) and wealth accumulation.
She began her career in financial planning with a leading life insurer and joined IPP in 2002. Over the years, her hard work and holistic focus to customising financial planning solutions have seen her obtaining a series of promotions, first as an Assistant Financial Services Manager, then Financial Services Manager and, subsequently, Advisory Group Manager.
She believes in strategising and planning with her head but communicating with her clients from her heart. That is why she established the corporate culture at Philia Advisory Group, which espouses an empathetic and holistic approach to clients. In her daily work, Dina constantly keeps this in mind: “We believe that it is a blessing that our clients have us as their planners but it is also an honour for us to serve them.”
ABOUT PHILIA ADVISORY GROUP
At Philia Advisory Group, we adopt a holistic approach, factoring in not only our clients’ financial needs but their psychological well-being, to craft and implement effective financial solutions.
Trust and respect is the foundation for a long-term relationship – this is something that we strive to achieve with each and every client. We demonstrate full empathy with our clients because it is only by aligning our thoughts and mindsets with theirs that we are able to help them realise their goals and dreams.
Guided by the principle that work should be enjoyable, we nurture a ‘family’-like and open culture. Recognising that everybody has their own strengths and weaknesses, we help to magnify one another’s positive attributes while encouraging one another to improve on areas of weaknesses so that everyone experiences personal growth. Given our holistic approach to work and life, qualifying advisers can look forward to embarking on an enriching journey at Philia Advisory Group.